Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,353 |
Service code 15 · EIN 39-2018056 | Recordkeeping | $14,831 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,925 | $88,186+3.1% | $165,071-44.9% | $74,459+22.1% |
| Participation rate | 80.7% | 73.1%+7.5pp | 78.6%+2.0pp | 67.2%+13.4pp |
| Annual return | 21.92% | 17.13%+4.8pp | 70.17%-48.2pp | 1369.70%-1347.8pp |
| Employer contribution / active EE | $3,238 | $2,600+24.5% | $4,347-25.5% | $2,626+23.3% |
| Participant deferral / active EE | $11,506 | $4,505+155.4% | $6,035+90.7% | $4,350+164.5% |
| Admin fee / account holder | $206 | $2,234-90.8% | $12,695-98.4% | $1,945-89.4% |