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 |
|---|---|---|
TRIAD ADVISORS INC2+ years Service code 27 · EIN 65-0173164 | Advisory (Plan) | $14,360 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,589 | $42,546-7.0% | $71,796-44.9% | $55,167-28.2% |
| Participation rate | 67.9% | 59.1%+8.8pp | 69.1%-1.2pp | 69.0%-1.1pp |
| Annual return | 7.21% | 12.36%-5.2pp | 78.04%-70.8pp | 169.23%-162.0pp |
| Employer contribution / active EE | $626 | $803-22.1% | $1,924-67.5% | $1,963-68.1% |
| Participant deferral / active EE | $2,043 | $2,064-1.0% | $2,794-26.9% | $3,054-33.1% |
| Admin fee / account holder | $169 | $650-74.0% | $4,815-96.5% | $504-66.4% |