Industry81 - Other Services (except Public Administration)
Plan typeDefined contribution
Participants<25
Cohort57,093 peers
Snapshot2025
80
Participant deferral / active EE
$17,260
median $2,340
0
Employer contribution / active EE
-$206
median $1,296
51
Participation rate
100.0%
median 87.5%
49
Avg account balance
$20,712
median $15,070
23
Admin fee / account holder
$1,186
median $100
3
Annual return
-24.48%
median 17.04%
Overall peer rank
34of 100
34th percentileavg across 6 metrics
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Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.
Service providers
Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.
Plan features & details
Pension benefit codes2A2M3D2G2F2T
Plan features
2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
Opportunity flags
3 tripped
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.