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 | $100 |
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 | $119,086 | $65,378+82.2% | $87,103+36.7% | $65,186+82.7% |
| Participation rate | 94.2% | 75.3%+18.9pp | 76.9%+17.4pp | 70.2%+24.0pp |
| Annual return | 22.53% | 31.28%-8.7pp | 28.19%-5.7pp | 29.39%-6.9pp |
| Employer contribution / active EE | $3,749 | $1,823+105.7% | $2,521+48.7% | $2,177+72.2% |
| Participant deferral / active EE | $4,126 | $3,389+21.8% | $4,049+1.9% | $3,514+17.4% |
| Admin fee / account holder | $0 | $520-99.9% | $7,491-100.0% | $847-99.9% |