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 | $53,401 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,432 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,877 | $65,437+35.8% | $86,698+2.5% | $66,949+32.8% |
| Participation rate | 96.9% | 75.5%+21.4pp | 76.6%+20.3pp | 69.8%+27.0pp |
| Annual return | -20.52% | -10.91%-9.6pp | 35.96%-56.5pp | 1.57%-22.1pp |
| Employer contribution / active EE | $4,888 | $2,154+127.0% | $2,837+72.3% | $2,545+92.0% |
| Participant deferral / active EE | $5,627 | $4,102+37.2% | $4,656+20.8% | $4,239+32.7% |
| Admin fee / account holder | $186 | $642-71.0% | $7,492-97.5% | $594-68.7% |