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 | $14,496 |
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 | $101,616 | $60,393+68.3% | $81,820+24.2% | $74,429+36.5% |
| Participation rate | 99.0% | 62.9%+36.1pp | 72.4%+26.7pp | 67.2%+31.8pp |
| Annual return | 15.56% | 16.89%-1.3pp | 777.93%-762.4pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $12,038 | $2,626+358.3% | $2,915+313.0% | $2,625+358.6% |
| Participant deferral / active EE | $10,020 | $3,397+195.0% | $4,323+131.8% | $4,348+130.4% |
| Admin fee / account holder | $88 | $1,491-94.1% | $7,391-98.8% | $1,944-95.5% |