Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined contribution
Participants100-249
Cohort6,297 peers
Snapshot2024
71
Participant deferral / active EE
$10,156
median $6,954
36
Employer contribution / active EE
$1,992
median $2,669
44
Participation rate
81.4%
median 85.8%
45
Avg account balance
$62,497
median $68,981
79
Admin fee / account holder
$69
median $295
96
Annual return
59.98%
median 15.69%
Overall peer rank
62of 100
62nd percentileavg across 6 metrics
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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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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
0 tripped
No flags tripped for this filing year. This plan looks clean.
Expense breakdown
Schedule H Part II
Admin total
$19K
$85 / participant
Recordkeeping$19K100.0%
% of EOY assets
0.111%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
The auditor signed off without reservation. This is the cleanest opinion.