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 | $268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $59,653 | $35,485+68.1% | $74,551-20.0% | $55,725+7.0% |
| Participation rate | 19.9% | 62.5%-42.7pp | 69.1%-49.3pp | 70.9%-51.0pp |
| Annual return | -4.55% | 0.72%-5.3pp | 32.53%-37.1pp | 244.93%-249.5pp |
| Employer contribution / active EE | $208 | $777-73.2% | $1,961-89.4% | $2,078-90.0% |
| Participant deferral / active EE | $888 | $2,181-59.3% | $3,108-71.4% | $3,356-73.6% |
| Admin fee / account holder | $3 | $114-97.0% | $5,059-99.9% | $115-97.0% |