Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,493 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,366 | $106,230-88.4% | $147,080-91.6% | $77,736-84.1% |
| Participation rate | 89.9% | 78.4%+11.5pp | 82.2%+7.7pp | 70.6%+19.3pp |
| Annual return | 15.73% | 56.91%-41.2pp | 420.17%-404.4pp | 31.26%-15.5pp |
| Employer contribution / active EE | $0 | $4,072-100.0% | $4,933-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $5,644 | $8,001-29.5% | $8,066-30.0% | $4,651+21.4% |
| Admin fee / account holder | $26 | $338-92.2% | $12,989-99.8% | $433-93.9% |