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 | $101,591-19.3% | $147,096-44.3% | $74,429+10.1% |
| Participation rate | 95.9% | 75.5%+20.4pp | 82.2%+13.8pp | 67.2%+28.7pp |
| Annual return | 28.35% | 8746.45%-8718.1pp | 419.75%-391.4pp | 1368.38%-1340.0pp |
| Employer contribution / active EE | $2,541 | $3,813-33.3% | $4,936-48.5% | $2,625-3.2% |
| Participant deferral / active EE | $17,947 | $7,302+145.8% | $8,071+122.4% | $4,348+312.7% |
| Admin fee / account holder | $9 | $1,750-99.5% | $13,005-99.9% | $1,944-99.5% |