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 15 · EIN 01-0233346 | Recordkeeping | $1,750 |
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 | $45,253 | $37,203+21.6% | $154,110-70.6% | $55,727-18.8% |
| Participation rate | 99.8% | 64.1%+35.7pp | 83.0%+16.8pp | 70.9%+28.9pp |
| Annual return | -5.01% | 1320.03%-1325.0pp | 735.22%-740.2pp | 244.94%-250.0pp |
| Employer contribution / active EE | $6,347 | $1,614+293.1% | $5,298+19.8% | $2,078+205.4% |
| Participant deferral / active EE | $3,802 | $2,069+83.8% | $5,081-25.2% | $3,356+13.3% |
| Admin fee / account holder | $0 | $102-100.0% | $13,412-100.0% | $115-100.0% |