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 27 · EIN 27-4034238 | Advisory (Plan) | $10,000 |
Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $143,274 | $45,087+217.8% | $69,483+106.2% | $72,976+96.3% |
| Participation rate | 80.5% | 68.5%+12.0pp | 74.6%+5.9pp | 69.5%+11.0pp |
| Annual return | 16.69% | 22.67%-6.0pp | 28.99%-12.3pp | 81.02%-64.3pp |
| Employer contribution / active EE | $2,628 | $2,055+27.9% | $2,780-5.5% | $2,440+7.7% |
| Participant deferral / active EE | $4,430 | $2,603+70.2% | $3,537+25.3% | $3,608+22.8% |
| Admin fee / account holder | $125 | $3,057-95.9% | $3,841-96.7% | $5,124-97.6% |