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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $54,495 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,119 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,354 | $57,096-22.3% | $94,229-52.9% | $55,191-19.6% |
| Participation rate | 44.8% | 75.7%-30.9pp | 78.8%-34.0pp | 69.2%-24.4pp |
| Annual return | -0.74% | 159.65%-160.4pp | 10.68%-11.4pp | 10.78%-11.5pp |
| Employer contribution / active EE | $515 | $1,708-69.8% | $3,587-85.6% | $1,899-72.9% |
| Participant deferral / active EE | $3,394 | $3,165+7.2% | $4,320-21.4% | $3,046+11.4% |
| Admin fee / account holder | $5 | $89-93.9% | $6,269-99.9% | $91-94.0% |