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 26 · EIN 71-0294708 | Advisory (Participants) | $40,952 |
Service code 99 · EIN 04-2675571 | Other Fees | $21,594 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,407 | $206,359-65.4% | $123,549-42.2% | - |
| Participation rate | 81.8% | 72.1%+9.7pp | 82.3%-0.5pp | - |
| Annual return | 6.12% | -5.77%+11.9pp | 119.20%-113.1pp | - |
| Employer contribution / active EE | $5,044 | $2,538+98.8% | $4,628+9.0% | - |
| Participant deferral / active EE | $8,699 | $5,785+50.4% | $6,426+35.4% | - |
| Admin fee / account holder | $318 | $21,386-98.5% | $9,284-96.6% | - |