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 |
|---|---|---|
ACUFF & ASSOCIATES, INC.1+ years Service code 15 · EIN 62-1477251 | Recordkeeping | $4,000 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 13 · EIN 71-0294708 | Contract Administrator | $1,391 |
COOPER TRAVIS & COMPANY PLC1+ years Filed as: COOPER, TRAVIS & COMPANY, LLC Service code 10 · EIN 62-1317955 | Accounting | $0 |
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 | $78,845 | $51,769+52.3% | $57,356+37.5% | $52,331+50.7% |
| Participation rate | 87.8% | 75.2%+12.6pp | 75.1%+12.7pp | 68.1%+19.7pp |
| Annual return | 0.77% | 2.43%-1.7pp | 24.41%-23.6pp | 4.54%-3.8pp |
| Employer contribution / active EE | $1,751 | $2,335-25.0% | $2,689-34.9% | $1,882-7.0% |
| Participant deferral / active EE | $2,979 | $2,794+6.6% | $3,162-5.8% | $3,022-1.4% |
| Admin fee / account holder | $14 | $295-95.1% | $3,357-99.6% | $592-97.6% |