Filed September 23, 2024 (most recent of 4 filings on file)
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 | $450 |
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 | $39,404 | $56,540-30.3% | $185,851-78.8% | $86,821-54.6% |
| Participation rate | 92.0% | 65.5%+26.4pp | 81.7%+10.2pp | 72.3%+19.7pp |
| Annual return | 31.77% | 118.20%-86.4pp | 122.11%-90.3pp | 97.94%-66.2pp |
| Employer contribution / active EE | $1,995 | $1,844+8.1% | $5,168-61.4% | $2,406-17.1% |
| Participant deferral / active EE | $3,446 | $2,555+34.8% | $5,569-38.1% | $4,132-16.6% |
| Admin fee / account holder | $1 | $150-99.2% | $16,245-100.0% | $170-99.3% |