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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $77,800 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,738 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,038 | $89,465+15.2% | $165,100-37.6% | $77,762+32.5% |
| Participation rate | 85.5% | 78.6%+6.9pp | 78.6%+6.9pp | 70.6%+14.9pp |
| Annual return | 17.20% | 28.86%-11.7pp | 70.21%-53.0pp | 31.27%-14.1pp |
| Employer contribution / active EE | $2,623 | $2,565+2.3% | $4,348-39.7% | $2,728-3.8% |
| Participant deferral / active EE | $11,070 | $4,904+125.7% | $6,035+83.4% | $4,651+138.0% |
| Admin fee / account holder | $171 | $340-49.6% | $12,696-98.7% | $433-60.4% |