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 60 · EIN 04-2647786 | Sub-TA Fees | $529 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $427,643 | $121,341+252.4% | $189,545+125.6% | $79,389+438.7% |
| Participation rate | 85.7% | 86.1%-0.4pp | 87.8%-2.1pp | 70.7%+15.0pp |
| Annual return | 19.78% | 21.08%-1.3pp | 555.36%-535.6pp | 116.89%-97.1pp |
| Employer contribution / active EE | $15,202 | $3,915+288.3% | $6,162+146.7% | $2,428+526.1% |
| Participant deferral / active EE | $9,486 | $6,395+48.3% | $8,220+15.4% | $4,046+134.5% |
| Admin fee / account holder | $0 | $651-99.9% | $12,049-100.0% | $626-99.9% |