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 STONEWOOD COMMONS I 101 BRADFORD · WEXFORD, PA 15090 | Other Services | $0 |
TBS AGENCY INC4 years Service code 99 · EIN 52-1473914 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,867 | $79,189-14.3% | $102,457-33.8% | $74,400-8.8% |
| Participation rate | 77.1% | 74.8%+2.3pp | 76.5%+0.6pp | 67.2%+9.9pp |
| Annual return | 8.52% | 54.98%-46.5pp | 29.41%-20.9pp | 1367.51%-1359.0pp |
| Employer contribution / active EE | $982 | $2,362-58.4% | $3,022-67.5% | $2,624-62.6% |
| Participant deferral / active EE | $5,041 | $4,415+14.2% | $5,054-0.3% | $4,348+15.9% |
| Admin fee / account holder | $11 | $2,002-99.4% | $9,451-99.9% | $1,944-99.4% |