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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,760 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,011 | $89,652-49.8% | $141,177-68.1% | $65,185-30.9% |
| Participation rate | 86.8% | 74.7%+12.1pp | 82.5%+4.3pp | 70.2%+16.6pp |
| Annual return | 28.84% | 32.79%-4.0pp | 71.40%-42.6pp | 29.38%-0.5pp |
| Employer contribution / active EE | $6,528 | $3,065+113.0% | $4,736+37.9% | $2,177+199.9% |
| Participant deferral / active EE | $13,995 | $5,691+145.9% | $6,710+108.6% | $3,514+298.3% |
| Admin fee / account holder | $9 | $569-98.3% | $10,263-99.9% | $847-98.9% |