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 99 · EIN 04-2675571 | Other Fees | $14,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,488 | $40,522+46.8% | $84,637-29.7% | $67,582-12.0% |
| Participation rate | 9.6% | 51.1%-41.5pp | 68.2%-58.7pp | 71.3%-61.7pp |
| Annual return | 21.98% | 32.72%-10.7pp | 258.82%-236.8pp | 378.57%-356.6pp |
| Employer contribution / active EE | $229 | $1,146-80.1% | $2,653-91.4% | $2,148-89.4% |
| Participant deferral / active EE | $626 | $2,132-70.6% | $3,900-83.9% | $3,539-82.3% |
| Admin fee / account holder | $105 | $145-27.9% | $4,914-97.9% | $142-26.4% |