Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 86-1933171 | Recordkeeping | $29,133 |
ADP BROKER-DEALER1 year Filed as: ADP INC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,876 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
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 | $75,116 | $101,591-26.1% | $147,096-48.9% | $74,429+0.9% |
| Participation rate | 73.0% | 75.5%-2.6pp | 82.2%-9.2pp | 67.2%+5.7pp |
| Annual return | 21.48% | 8746.45%-8725.0pp | 419.75%-398.3pp | 1368.38%-1346.9pp |
| Employer contribution / active EE | $4,367 | $3,813+14.5% | $4,936-11.5% | $2,625+66.4% |
| Participant deferral / active EE | $8,571 | $7,302+17.4% | $8,071+6.2% | $4,348+97.1% |
| Admin fee / account holder | $264 | $1,750-84.9% | $13,005-98.0% | $1,944-86.4% |