Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,385 | $48,471+65.8% | $182,531-56.0% | $67,579+19.0% |
| Participation rate | 72.8% | 67.2%+5.6pp | 78.0%-5.2pp | 71.3%+1.5pp |
| Annual return | 21.27% | 31.08%-9.8pp | 148.57%-127.3pp | 378.56%-357.3pp |
| Employer contribution / active EE | $4,823 | $1,461+230.2% | $4,075+18.4% | $2,148+124.6% |
| Participant deferral / active EE | $4,968 | $3,324+49.4% | $5,525-10.1% | $3,539+40.4% |
| Admin fee / account holder | $86 | $151-42.8% | $8,593-99.0% | $142-39.2% |