Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$34,287 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $104,711-100.0% | $85,708-100.0% | $167,560-100.0% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.9%-69.9pp | 82.1%-82.1pp |
| Annual return | -30.70% | 21.45%-52.1pp | 21.49%-52.2pp | 478.94%-509.6pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,922-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,876-100.0% | $12,317-100.0% |