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 20-8874282 | Recordkeeping | $39,646 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,955 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $95,371 | $65,376+45.9% | $87,102+9.5% | $65,185+46.3% |
| Participation rate | 95.0% | 75.3%+19.7pp | 76.9%+18.1pp | 70.2%+24.8pp |
| Annual return | 21.56% | 31.27%-9.7pp | 28.19%-6.6pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,358 | $1,822-25.5% | $2,521-46.1% | $2,177-37.6% |
| Participant deferral / active EE | $5,610 | $3,388+65.6% | $4,048+38.6% | $3,514+59.6% |
| Admin fee / account holder | $254 | $520-51.2% | $7,491-96.6% | $847-70.1% |