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 64 · EIN 04-2647786 | Recordkeeping Fees | $2,255 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,261 | $73,102-49.0% | $123,553-69.8% | $56,289-33.8% |
| Participation rate | 86.0% | 74.3%+11.7pp | 82.3%+3.7pp | 69.9%+16.2pp |
| Annual return | -6.15% | 3.01%-9.2pp | 119.21%-125.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $5,083 | $2,977+70.7% | $4,628+9.8% | $2,111+140.8% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $15 | $554-97.3% | $9,284-99.8% | $521-97.1% |