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 | $3 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $106,519 | $58,655+81.6% | $91,994+15.8% | $65,185+63.4% |
| Participation rate | 60.1% | 75.3%-15.1pp | 78.6%-18.5pp | 70.2%-10.1pp |
| Annual return | 24.31% | 33.92%-9.6pp | 69.04%-44.7pp | 29.38%-5.1pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,453-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $8,867 | $5,474+62.0% | $5,924+49.7% | $3,514+152.3% |
| Admin fee / account holder | $5 | $434-98.8% | $7,744-99.9% | $847-99.4% |