Filed February 9, 2024
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 | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,215 | $25,165+0.2% | $73,550-65.7% | $77,958-67.7% |
| Participation rate | 15.2% | 36.6%-21.4pp | 54.9%-39.7pp | 71.6%-56.4pp |
| Annual return | 20.57% | 18.12%+2.4pp | -15.16%+35.7pp | 20.87%-0.3pp |
| Employer contribution / active EE | $74 | $395-81.3% | $1,219-93.9% | $2,310-96.8% |
| Participant deferral / active EE | $545 | $898-39.3% | $1,804-69.8% | $3,537-84.6% |
| Admin fee / account holder | $1 | $76-98.3% | $2,320-99.9% | $97-98.7% |