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 27 · EIN 47-1411118 | Advisory (Plan) | $64,301 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,757 |
Form 5500 reported that benefits due were not provided when due.
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 | $80,748 | $73,404+10.0% | $87,103-7.3% | $67,582+19.5% |
| Participation rate | 94.7% | 80.9%+13.9pp | 76.9%+17.9pp | 71.3%+23.5pp |
| Annual return | 62.08% | 48.29%+13.8pp | 28.19%+33.9pp | 378.57%-316.5pp |
| Employer contribution / active EE | $2,751 | $2,014+36.6% | $2,521+9.1% | $2,148+28.1% |
| Participant deferral / active EE | $4,585 | $3,913+17.2% | $4,049+13.3% | $3,539+29.5% |
| Admin fee / account holder | $152 | $142+7.4% | $7,491-98.0% | $142+6.9% |