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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,051 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,315 | $85,766-75.1% | $136,297-84.4% | $70,131-69.6% |
| Participation rate | 98.3% | 74.2%+24.1pp | 81.9%+16.4pp | 69.5%+28.7pp |
| Annual return | 17.74% | 31.45%-13.7pp | 5156.16%-5138.4pp | 73.14%-55.4pp |
| Employer contribution / active EE | $3,958 | $2,966+33.5% | $4,696-15.7% | $2,342+69.0% |
| Participant deferral / active EE | $6,216 | $5,051+23.1% | $6,247-0.5% | $3,332+86.6% |
| Admin fee / account holder | $134 | $5,420-97.5% | $9,244-98.6% | $4,645-97.1% |