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 | $2,840 |
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 | $57,972 | $87,733-33.9% | $106,555-45.6% | $85,847-32.5% |
| Participation rate | 92.4% | 71.9%+20.5pp | 76.1%+16.3pp | 69.3%+23.1pp |
| Annual return | 13.75% | 21.86%-8.1pp | 26.80%-13.1pp | 318.61%-304.9pp |
| Employer contribution / active EE | $542 | $2,073-73.9% | $2,819-80.8% | $2,565-78.9% |
| Participant deferral / active EE | $4,712 | $3,469+35.8% | $4,399+7.1% | $3,952+19.2% |
| Admin fee / account holder | $37 | $6,767-99.5% | $7,408-99.5% | $6,261-99.4% |