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 49 · EIN 74-2794194 | Other Services | $5,169 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,000 | $55,453-62.1% | $170,435-87.7% | $62,293-66.3% |
| Participation rate | 87.4% | 66.4%+21.0pp | 83.6%+3.8pp | 69.5%+17.9pp |
| Annual return | 9.63% | 21.38%-11.7pp | 205.94%-196.3pp | 28.90%-19.3pp |
| Employer contribution / active EE | $1,054 | $2,164-51.3% | $5,432-80.6% | $2,042-48.4% |
| Participant deferral / active EE | $1,731 | $2,303-24.8% | $4,939-65.0% | $3,169-45.4% |
| Admin fee / account holder | $9 | $455-98.0% | $13,881-99.9% | $479-98.1% |