Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $24,066 |
Filed as: HYA ADVISORS INC Service code 27 · EIN 43-1717820 | Advisory (Plan) | $21,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,936 | $59,186+18.2% | $76,768-8.9% | $56,287+24.2% |
| Participation rate | 55.2% | 75.2%-20.0pp | 77.0%-21.8pp | 69.9%-14.7pp |
| Annual return | -5.71% | 6.62%-12.3pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $171 | $1,759-90.3% | $2,485-93.1% | $2,111-91.9% |
| Participant deferral / active EE | $2,590 | $3,255-20.4% | $3,852-32.8% | $3,350-22.7% |
| Admin fee / account holder | $387 | $489-20.9% | $6,675-94.2% | $521-25.8% |