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 | $25,824 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,968 | $54,717-58.0% | $86,209-73.4% | $71,495-67.9% |
| Participation rate | 76.9% | 60.1%+16.8pp | 69.0%+8.0pp | 67.9%+9.0pp |
| Annual return | 16.89% | 20.07%-3.2pp | 1169.05%-1152.2pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,910 | $1,267+50.7% | $2,381-19.8% | $2,589-26.3% |
| Participant deferral / active EE | $1,571 | $3,110-49.5% | $3,986-60.6% | $4,291-63.4% |
| Admin fee / account holder | $213 | $1,922-88.9% | $6,853-96.9% | $1,588-86.6% |