Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,320 |
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 | $81,960 | $101,672-19.4% | $147,117-44.3% | $74,478+10.0% |
| Participation rate | 95.9% | 75.5%+20.4pp | 82.2%+13.8pp | 67.2%+28.7pp |
| Annual return | 28.35% | 8757.83%-8729.5pp | 420.54%-392.2pp | 1370.56%-1342.2pp |
| Employer contribution / active EE | $2,541 | $3,813-33.4% | $4,932-48.5% | $2,626-3.2% |
| Participant deferral / active EE | $17,947 | $7,305+145.7% | $8,065+122.5% | $4,350+312.5% |
| Admin fee / account holder | $9 | $1,753-99.5% | $12,993-99.9% | $1,946-99.5% |