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 | $3,028 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $119,210 | $54,390+119.2% | $117,039+1.9% | $69,631+71.2% |
| Participation rate | 15.5% | 58.5%-43.0pp | 77.2%-61.7pp | 70.7%-55.2pp |
| Annual return | 17.59% | 18.33%-0.7pp | 18.95%-1.4pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $3,785-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $830 | $2,076-60.0% | $3,929-78.9% | $3,224-74.3% |
| Admin fee / account holder | $73 | $98-25.1% | $5,974-98.8% | $110-33.7% |