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 27 · EIN 59-3331424 | Advisory (Plan) | $12,938 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,805 | $50,637+18.1% | $86,581-30.9% | $62,293-4.0% |
| Participation rate | 89.0% | 67.9%+21.1pp | 73.5%+15.5pp | 69.5%+19.5pp |
| Annual return | 20.09% | 20.80%-0.7pp | 965.06%-945.0pp | 28.90%-8.8pp |
| Employer contribution / active EE | $5,315 | $2,075+156.1% | $2,840+87.2% | $2,042+160.3% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $77 | $413-81.3% | $4,904-98.4% | $479-83.8% |