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 | $19,816 |
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 | $61,041 | $65,592-6.9% | $90,161-32.3% | $69,631-12.3% |
| Participation rate | 93.2% | 77.6%+15.5pp | 76.9%+16.3pp | 70.7%+22.5pp |
| Annual return | 21.86% | 57.10%-35.2pp | 34.89%-13.0pp | 27571.02%-27549.2pp |
| Employer contribution / active EE | $1,807 | $2,193-17.6% | $3,318-45.5% | $2,032-11.1% |
| Participant deferral / active EE | $5,672 | $5,257+7.9% | $5,287+7.3% | $3,224+76.0% |
| Admin fee / account holder | $38 | $86-55.8% | $5,943-99.4% | $110-65.7% |