Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $32,294 |
EDWARD JONES1 year Service code 15 · EIN 43-0345811 | Recordkeeping | $7,008 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,532 | $84,493-74.5% | $125,381-82.8% | $66,938-67.8% |
| Participation rate | 51.1% | 76.4%-25.3pp | 82.4%-31.3pp | 69.8%-18.7pp |
| Annual return | -5.35% | -8.49%+3.1pp | 572.31%-577.7pp | 1.58%-6.9pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,047 | $6,783-69.8% | $7,448-72.5% | $4,238-51.7% |
| Admin fee / account holder | $432 | $685-37.0% | $10,007-95.7% | $594-27.2% |