Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,180 | $82,678-22.4% | $125,391-48.8% | $68,490-6.3% |
| Participation rate | 70.5% | 75.1%-4.5pp | 82.4%-11.9pp | 67.9%+2.6pp |
| Annual return | -15.67% | -5.97%-9.7pp | 572.41%-588.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $4,667 | $3,382+38.0% | $4,816-3.1% | $2,597+79.7% |
| Participant deferral / active EE | $10,688 | $6,111+74.9% | $7,448+43.5% | $4,028+165.4% |
| Admin fee / account holder | $243 | $6,277-96.1% | $10,009-97.6% | $5,403-95.5% |