Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CTC MYCFO, LLC4+ years Service code 27 · EIN 77-0522698 | Advisory (Plan) | $35,471 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,153 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,047 | $67,598+65.8% | $75,906+47.6% | $77,775+44.1% |
| Participation rate | 89.7% | 69.6%+20.2pp | 69.3%+20.4pp | 73.2%+16.5pp |
| Annual return | -3.32% | 23.18%-26.5pp | 30.73%-34.0pp | 32.58%-35.9pp |
| Employer contribution / active EE | $2,720 | $2,430+12.0% | $2,501+8.7% | $2,504+8.6% |
| Participant deferral / active EE | $7,025 | $3,502+100.6% | $3,604+94.9% | $3,966+77.1% |
| Admin fee / account holder | $34 | $96-64.7% | $5,421-99.4% | $100-66.0% |