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 | $19,508 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,543 | $47,105+185.6% | $68,368+96.8% | $67,986+97.9% |
| Participation rate | 99.1% | 51.8%+47.3pp | 73.8%+25.3pp | 57.2%+41.8pp |
| Annual return | 34.75% | 48.37%-13.6pp | 292.57%-257.8pp | 31.67%+3.1pp |
| Employer contribution / active EE | $12,390 | $1,859+566.6% | $2,649+367.7% | $2,019+513.8% |
| Participant deferral / active EE | $10,556 | $2,374+344.7% | $4,123+156.0% | $3,358+214.3% |
| Admin fee / account holder | $115 | $2,435-95.3% | $5,150-97.8% | $3,203-96.4% |