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 | $14,620 |
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 | $35,000 | $42,546-17.7% | $71,796-51.3% | $55,167-36.6% |
| Participation rate | 95.2% | 59.1%+36.1pp | 69.1%+26.1pp | 69.0%+26.2pp |
| Annual return | 9.52% | 12.36%-2.8pp | 78.04%-68.5pp | 169.23%-159.7pp |
| Employer contribution / active EE | $1,597 | $803+98.8% | $1,924-17.0% | $1,963-18.6% |
| Participant deferral / active EE | $2,639 | $2,064+27.8% | $2,794-5.6% | $3,054-13.6% |
| Admin fee / account holder | $102 | $650-84.4% | $4,815-97.9% | $504-79.9% |