Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,224 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,885 | $92,186+18.1% | $105,624+3.1% | $77,762+40.0% |
| Participation rate | 97.4% | 81.0%+16.4pp | 75.3%+22.1pp | 70.6%+26.8pp |
| Annual return | 25.37% | 17.83%+7.5pp | 116.20%-90.8pp | 31.27%-5.9pp |
| Employer contribution / active EE | $9,384 | $3,376+178.0% | $3,168+196.3% | $2,728+244.0% |
| Participant deferral / active EE | $19,147 | $5,395+254.9% | $5,013+282.0% | $4,651+311.7% |
| Admin fee / account holder | $24 | $219-89.1% | $10,961-99.8% | $433-94.5% |