Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $281,176 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $52,540 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $17,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,093 | $122,128-49.2% | $147,117-57.8% | $200,096-69.0% |
| Participation rate | 87.4% | 78.2%+9.2pp | 82.2%+5.2pp | 72.0%+15.4pp |
| Annual return | 13.99% | 30.58%-16.6pp | 420.54%-406.6pp | 34.26%-20.3pp |
| Employer contribution / active EE | $2,294 | $4,093-43.9% | $4,932-53.5% | $3,038-24.5% |
| Participant deferral / active EE | $6,212 | $8,484-26.8% | $8,065-23.0% | $5,090+22.1% |
| Admin fee / account holder | $69 | $180-61.4% | $12,993-99.5% | $269-74.3% |