Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $43,459 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,370 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $109,954 | $73,638+49.3% | $95,964+14.6% | $73,497+49.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 18.94% | 16.78%+2.2pp | 91.64%-72.7pp | 28.51%-9.6pp |
| Employer contribution / active EE | $4,853 | $1,863+160.4% | $2,541+90.9% | $2,270+113.8% |
| Participant deferral / active EE | $5,304 | $3,617+46.6% | $4,167+27.3% | $3,740+41.8% |
| Admin fee / account holder | $161 | $482-66.6% | $6,797-97.6% | $513-68.6% |