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 | $8,155 |
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 | $46,697 | $63,924-26.9% | $108,582-57.0% | $55,167-15.4% |
| Participation rate | 84.6% | 74.3%+10.3pp | 79.6%+5.0pp | 69.0%+15.6pp |
| Annual return | 9.74% | 15.31%-5.6pp | -51.70%+61.4pp | 169.23%-159.5pp |
| Employer contribution / active EE | $1,740 | $1,879-7.4% | $3,758-53.7% | $1,963-11.3% |
| Participant deferral / active EE | $1,818 | $3,067-40.7% | $4,311-57.8% | $3,054-40.5% |
| Admin fee / account holder | $65 | $618-89.4% | $7,645-99.1% | $504-87.1% |