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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,173 |
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $15,147 |
ADP BROKER-DEALER9 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,691 | $78,015-61.9% | $178,505-83.4% | $80,959-63.3% |
| Participation rate | 93.1% | 65.7%+27.4pp | 77.1%+16.0pp | 67.7%+25.4pp |
| Annual return | 13.82% | 18.10%-4.3pp | 27.16%-13.3pp | 35.67%-21.9pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,473 | $4,406-21.2% | $6,280-44.7% | $4,300-19.2% |
| Admin fee / account holder | $241 | $7,160-96.6% | $10,428-97.7% | $6,925-96.5% |