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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $58,666 |
WEAVER AND TIDWELL, LLP4 years Service code 15 · EIN 75-0786316 | Recordkeeping | $18,422 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,749 | $50,860-71.0% | $155,574-90.5% | $77,714-81.0% |
| Participation rate | 85.3% | 63.1%+22.1pp | 78.2%+7.1pp | 70.6%+14.7pp |
| Annual return | 11.76% | 34.86%-23.1pp | 64.87%-53.1pp | 31.26%-19.5pp |
| Employer contribution / active EE | $501 | $1,991-74.8% | $4,676-89.3% | $2,727-81.6% |
| Participant deferral / active EE | $3,078 | $2,825+9.0% | $5,629-45.3% | $4,649-33.8% |
| Admin fee / account holder | $81 | $436-81.4% | $15,914-99.5% | $433-81.3% |