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 | $75 |
Service code 61 · EIN 38-1961943 | Finders' fees / placement fees | $0 |
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 | $100,967 | $70,002+44.2% | $115,038-12.2% | $52,331+92.9% |
| Participation rate | 90.3% | 72.1%+18.2pp | 81.4%+8.9pp | 68.1%+22.2pp |
| Annual return | -0.49% | 4.04%-4.5pp | 26.14%-26.6pp | 4.54%-5.0pp |
| Employer contribution / active EE | $6,121 | $2,715+125.5% | $4,608+32.8% | $1,882+225.3% |
| Participant deferral / active EE | $6,711 | $4,920+36.4% | $6,026+11.4% | $3,022+122.1% |
| Admin fee / account holder | $0 | $566-99.9% | $8,175-100.0% | $592-99.9% |