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 | $37,720 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $31,532 |
USB1 year Service code 16 · EIN 13-2638166 | Consulting | $15,952 |
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 | $50,220 | $65,223-23.0% | $80,022-37.2% | $55,725-9.9% |
| Participation rate | 75.6% | 80.6%-5.0pp | 75.8%-0.2pp | 70.9%+4.7pp |
| Annual return | 10.60% | 7.59%+3.0pp | 11.22%-0.6pp | 244.93%-234.3pp |
| Employer contribution / active EE | $1,739 | $2,544-31.7% | $2,468-29.6% | $2,078-16.3% |
| Participant deferral / active EE | $2,771 | $3,881-28.6% | $3,686-24.8% | $3,356-17.4% |
| Admin fee / account holder | $279 | $114+144.6% | $6,521-95.7% | $115+142.5% |