Filed September 26, 2025 (most recent of 4 filings on file)
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 | $20,944 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,199 | $84,685+210.8% | $142,942+84.1% | $67,986+287.1% |
| Participation rate | 90.2% | 61.4%+28.8pp | 76.8%+13.3pp | 57.2%+33.0pp |
| Annual return | 18.96% | 35.89%-16.9pp | 113.70%-94.7pp | 31.67%-12.7pp |
| Employer contribution / active EE | $7,553 | $2,263+233.7% | $4,139+82.5% | $2,019+274.1% |
| Participant deferral / active EE | $8,830 | $3,832+130.4% | $7,128+23.9% | $3,358+163.0% |
| Admin fee / account holder | $164 | $3,229-94.9% | $12,475-98.7% | $3,203-94.9% |