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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,716 |
STRATEGIC PLAN SERVICES1 year Service code 15 · EIN 81-4734347 | Recordkeeping | $6,991 |
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 | $54,967 | $55,470-0.9% | $155,556-64.7% | $74,478-26.2% |
| Participation rate | 83.4% | 61.9%+21.5pp | 78.2%+5.2pp | 67.2%+16.2pp |
| Annual return | 22.33% | 269.80%-247.5pp | 64.84%-42.5pp | 1370.56%-1348.2pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $16,923 | $2,838+496.3% | $5,631+200.5% | $4,350+289.0% |
| Admin fee / account holder | $178 | $1,744-89.8% | $15,885-98.9% | $1,946-90.8% |