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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $990 |
ADP BROKER-DEALER7 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 | $90,982 | $91,424-0.5% | $135,942-33.1% | $71,495+27.3% |
| Participation rate | 96.3% | 75.7%+20.7pp | 81.9%+14.4pp | 67.9%+28.4pp |
| Annual return | 20.70% | 29.90%-9.2pp | 68.28%-47.6pp | 28.85%-8.1pp |
| Employer contribution / active EE | $1,783 | $3,704-51.9% | $4,858-63.3% | $2,589-31.2% |
| Participant deferral / active EE | $10,474 | $7,092+47.7% | $7,759+35.0% | $4,291+144.1% |
| Admin fee / account holder | $3 | $1,266-99.7% | $10,764-100.0% | $1,588-99.8% |