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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,417 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,559 | $86,332-55.3% | $125,180-69.2% | $65,185-40.8% |
| Participation rate | 85.3% | 75.3%+10.0pp | 79.8%+5.6pp | 70.2%+15.1pp |
| Annual return | 21.30% | 27.43%-6.1pp | 43.79%-22.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $1,431 | $2,040-29.8% | $3,866-63.0% | $2,177-34.2% |
| Participant deferral / active EE | $4,377 | $3,537+23.7% | $4,937-11.3% | $3,514+24.6% |
| Admin fee / account holder | $30 | $609-95.1% | $9,703-99.7% | $847-96.5% |