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 | $50 |
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 | $32,483 | $46,072-29.5% | $69,779-53.4% | $55,167-41.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 7.90% | 8.68%-0.8pp | 12.99%-5.1pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,801 | $1,500+20.1% | $2,338-23.0% | $1,963-8.2% |
| Participant deferral / active EE | $2,239 | $2,344-4.5% | $2,931-23.6% | $3,054-26.7% |
| Admin fee / account holder | $0 | $428-99.9% | $4,381-100.0% | $504-99.9% |