Filed September 18, 2024
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 26 · EIN 71-0294708 | Advisory (Participants) | $2,830 |
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 | $45,069 | $155,795-71.1% | $136,298-66.9% | $69,631-35.3% |
| Participation rate | 76.1% | 75.2%+0.9pp | 81.9%-5.8pp | 70.7%+5.4pp |
| Annual return | 32.10% | 232464.33%-232432.2pp | 5156.27%-5124.2pp | 27571.02%-27538.9pp |
| Employer contribution / active EE | $2,621 | $2,991-12.4% | $4,696-44.2% | $2,032+29.0% |
| Participant deferral / active EE | $8,379 | $5,394+55.4% | $6,247+34.1% | $3,224+159.9% |
| Admin fee / account holder | $5 | $128-96.0% | $9,244-99.9% | $110-95.4% |