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 |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $950 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 601 UNION STREET SUITE 2900 · SEATTLE, WA 98101 | Other Services | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,156 | $31,388+69.4% | $73,550-27.7% | $62,293-14.7% |
| Participation rate | 70.0% | 39.9%+30.2pp | 54.9%+15.1pp | 69.5%+0.5pp |
| Annual return | 19.05% | 25.34%-6.3pp | -15.16%+34.2pp | 28.90%-9.8pp |
| Employer contribution / active EE | $1,265 | $498+154.0% | $1,219+3.7% | $2,042-38.1% |
| Participant deferral / active EE | $2,585 | $1,028+151.4% | $1,804+43.3% | $3,169-18.4% |
| Admin fee / account holder | $4 | $299-98.6% | $2,320-99.8% | $479-99.1% |