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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,616 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 15 · EIN 46-3825461 | Recordkeeping | $15,118 |
WOODRUFF SAWYER & CO5 years Service code 15 · EIN 45-5618373 | Recordkeeping | $14,073 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,014 | $73,638+69.8% | $95,956+30.3% | $73,493+70.1% |
| Participation rate | 88.0% | 76.2%+11.8pp | 77.1%+10.9pp | 70.7%+17.3pp |
| Annual return | 20.49% | 16.78%+3.7pp | 91.63%-71.1pp | 28.51%-8.0pp |
| Employer contribution / active EE | $2,058 | $1,863+10.5% | $2,541-19.0% | $2,270-9.3% |
| Participant deferral / active EE | $10,451 | $3,617+189.0% | $4,167+150.8% | $3,740+179.5% |
| Admin fee / account holder | $554 | $482+14.8% | $6,797-91.9% | $513+7.9% |