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 27 · EIN 35-2552359 | Advisory (Plan) | $32,200 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $300 |
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 | $72,046 | $47,977+50.2% | $154,114-53.3% | $56,287+28.0% |
| Participation rate | 98.5% | 66.2%+32.3pp | 83.0%+15.5pp | 69.9%+28.7pp |
| Annual return | -5.93% | 3.54%-9.5pp | 735.16%-741.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $4,318 | $2,169+99.1% | $5,298-18.5% | $2,111+104.6% |
| Participant deferral / active EE | $3,492 | $2,392+46.0% | $5,081-31.3% | $3,350+4.3% |
| Admin fee / account holder | $149 | $438-66.0% | $13,411-98.9% | $521-71.4% |