Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORRECT CAPITAL WEALTH MANAGEMENT L Service code 15 · EIN 83-1730027 | Recordkeeping | $85,390 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $78,252 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,185 | $66,009-16.4% | $81,780-32.5% | $77,692-29.0% |
| Participation rate | 96.4% | 65.8%+30.6pp | 72.4%+24.0pp | 70.6%+25.8pp |
| Annual return | 13.84% | 26.66%-12.8pp | 776.27%-762.4pp | 31.25%-17.4pp |
| Employer contribution / active EE | $1,283 | $2,374-46.0% | $2,914-56.0% | $2,726-52.9% |
| Participant deferral / active EE | $4,409 | $3,510+25.6% | $4,321+2.0% | $4,648-5.2% |
| Admin fee / account holder | $290 | $527-45.1% | $7,384-96.1% | $431-32.7% |