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 | $63,449 |
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 | $44,510 | $62,543-28.8% | $83,323-46.6% | $55,725-20.1% |
| Participation rate | 86.8% | 78.4%+8.4pp | 77.8%+9.0pp | 70.9%+15.9pp |
| Annual return | -6.23% | 14.85%-21.1pp | 10.63%-16.9pp | 244.93%-251.2pp |
| Employer contribution / active EE | $1,449 | $2,427-40.3% | $3,379-57.1% | $2,078-30.3% |
| Participant deferral / active EE | $6,720 | $5,682+18.3% | $5,565+20.7% | $3,356+100.3% |
| Admin fee / account holder | $113 | $103+9.3% | $7,539-98.5% | $115-2.2% |