Filed June 10, 2026
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 15 · EIN 16-1450952 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,775 | $31,679+28.7% | $74,719-45.4% | $65,185-37.4% |
| Participation rate | 51.4% | 40.4%+11.1pp | 54.5%-3.0pp | 70.2%-18.8pp |
| Annual return | 27.77% | 39.04%-11.3pp | 753.05%-725.3pp | 29.38%-1.6pp |
| Employer contribution / active EE | $1,499 | $566+164.8% | $1,084+38.2% | $2,177-31.1% |
| Participant deferral / active EE | $2,983 | $1,191+150.5% | $1,963+51.9% | $3,514-15.1% |
| Admin fee / account holder | $0 | $379-100.0% | $3,334-100.0% | $847-100.0% |