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 | $24,260 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,620 | $59,456-46.8% | $93,681-66.2% | $74,400-57.5% |
| Participation rate | 88.6% | 59.6%+28.9pp | 68.7%+19.8pp | 67.2%+21.4pp |
| Annual return | 11.60% | 82.00%-70.4pp | 133.47%-121.9pp | 1367.51%-1355.9pp |
| Employer contribution / active EE | $114 | $1,266-91.0% | $2,422-95.3% | $2,624-95.7% |
| Participant deferral / active EE | $3,336 | $3,052+9.3% | $4,415-24.4% | $4,348-23.3% |
| Admin fee / account holder | $143 | $3,026-95.3% | $8,290-98.3% | $1,944-92.7% |