Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,709 | $85,135-88.6% | $98,920-90.2% | $73,412-86.8% |
| Participation rate | 93.2% | 81.1%+12.0pp | 76.0%+17.1pp | 72.2%+21.0pp |
| Annual return | 15.20% | 19.14%-3.9pp | 196.47%-181.3pp | 59.30%-44.1pp |
| Employer contribution / active EE | $5,244 | $2,721+92.7% | $2,689+95.0% | $2,234+134.7% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,245-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $139-99.7% | $6,643-100.0% | $158-99.8% |