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 13 · EIN 42-0127290 | Contract Administrator | $9,270 |
Filed as: TPG FINANCIAL ADVISORS Service code 27 · EIN 20-5282002 | Advisory (Plan) | $6,162 |
Employer 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 | $11,493 | $65,223-82.4% | $80,022-85.6% | $55,725-79.4% |
| Participation rate | 96.3% | 80.6%+15.8pp | 75.8%+20.5pp | 70.9%+25.5pp |
| Annual return | 7.38% | 7.59%-0.2pp | 11.22%-3.8pp | 244.93%-237.6pp |
| Employer contribution / active EE | $406 | $2,544-84.1% | $2,468-83.6% | $2,078-80.5% |
| Participant deferral / active EE | $2,222 | $3,881-42.7% | $3,686-39.7% | $3,356-33.8% |
| Admin fee / account holder | $98 | $114-14.0% | $6,521-98.5% | $115-14.7% |