Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,870 | $65,592-91.1% | $90,161-93.5% | $69,634-91.6% |
| Participation rate | 92.2% | 77.6%+14.5pp | 76.9%+15.3pp | 70.7%+21.5pp |
| Annual return | 0.00% | 57.10%-57.1pp | 34.89%-34.9pp | 27572.26%-27572.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,318-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,941 | $5,257-44.0% | $5,287-44.4% | $3,224-8.8% |
| Admin fee / account holder | $0 | $86-99.8% | $5,943-100.0% | $110-99.8% |