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 26 · EIN 51-0396365 | Advisory (Participants) | $26,091 |
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 | $39,546 | $74,706-47.1% | $75,714-47.8% | $79,391-50.2% |
| Participation rate | 77.8% | 75.3%+2.5pp | 74.8%+3.0pp | 70.7%+7.1pp |
| Annual return | 13.33% | 18.52%-5.2pp | 104.62%-91.3pp | 116.88%-103.6pp |
| Employer contribution / active EE | $801 | $2,590-69.1% | $2,744-70.8% | $2,428-67.0% |
| Participant deferral / active EE | $1,423 | $3,533-59.7% | $3,820-62.7% | $4,046-64.8% |
| Admin fee / account holder | $61 | $374-83.7% | $3,619-98.3% | $627-90.3% |