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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,925 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,275 | $78,607-25.9% | $105,624-44.8% | $74,478-21.8% |
| Participation rate | 94.2% | 72.8%+21.4pp | 75.3%+18.9pp | 67.2%+27.0pp |
| Annual return | 13.65% | 15.96%-2.3pp | 116.20%-102.5pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $3,924 | $2,523+55.5% | $3,168+23.9% | $2,626+49.4% |
| Participant deferral / active EE | $7,467 | $4,325+72.6% | $5,013+49.0% | $4,350+71.6% |
| Admin fee / account holder | $63 | $2,220-97.2% | $10,961-99.4% | $1,946-96.8% |