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 | $173,907 |
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $133,862 |
GRANT THORNTON LLP7+ years Service code 15 · EIN 36-6055558 | Recordkeeping | $12,782 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $44,837 | $114,195-60.7% | $106,555-57.9% | $93,010-51.8% |
| Participation rate | 94.7% | 86.4%+8.3pp | 76.1%+18.5pp | 73.9%+20.8pp |
| Annual return | 15.74% | 22.18%-6.4pp | 26.80%-11.1pp | 158.70%-143.0pp |
| Employer contribution / active EE | $1,498 | $4,009-62.6% | $2,819-46.9% | $2,705-44.6% |
| Participant deferral / active EE | $3,615 | $5,908-38.8% | $4,399-17.8% | $4,561-20.7% |
| Admin fee / account holder | $69 | $105-34.6% | $7,408-99.1% | $152-54.8% |