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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,977 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,742 | $68,681+0.1% | $86,625-20.6% | $85,851-19.9% |
| Participation rate | 98.9% | 66.4%+32.6pp | 71.6%+27.3pp | 69.3%+29.6pp |
| Annual return | 15.66% | 20.12%-4.5pp | 63.52%-47.9pp | 318.63%-303.0pp |
| Employer contribution / active EE | $1,532 | $1,880-18.5% | $2,496-38.6% | $2,565-40.3% |
| Participant deferral / active EE | $4,887 | $2,919+67.4% | $3,700+32.1% | $3,952+23.7% |
| Admin fee / account holder | $32 | $5,974-99.5% | $5,830-99.4% | $6,261-99.5% |