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 | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $68,146 | $50,666+34.5% | $76,823-11.3% | $65,185+4.5% |
| Participation rate | 58.8% | 68.8%-10.0pp | 72.1%-13.3pp | 70.2%-11.4pp |
| Annual return | 21.87% | 28.51%-6.6pp | 1166.42%-1144.6pp | 29.38%-7.5pp |
| Employer contribution / active EE | $1,288 | $1,575-18.2% | $2,302-44.1% | $2,177-40.8% |
| Participant deferral / active EE | $2,798 | $2,647+5.7% | $3,336-16.1% | $3,514-20.4% |
| Admin fee / account holder | $3 | $463-99.4% | $6,422-100.0% | $847-99.6% |