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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,110 |
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 | $93,868 | $84,493+11.1% | $125,381-25.1% | $66,938+40.2% |
| Participation rate | 83.0% | 76.4%+6.6pp | 82.4%+0.6pp | 69.8%+13.2pp |
| Annual return | -15.60% | -8.49%-7.1pp | 572.31%-587.9pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,757 | $3,554-50.5% | $4,815-63.5% | $2,545-30.9% |
| Participant deferral / active EE | $10,392 | $6,783+53.2% | $7,448+39.5% | $4,238+145.2% |
| Admin fee / account holder | $9 | $685-98.7% | $10,007-99.9% | $594-98.5% |