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 |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT SERVICES Service code 27 · EIN 20-4751585 | Advisory (Plan) | $50,217 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,938 |
CHERNOFF DIAMOND & CO., LLC4+ years Filed as: CHERNOFF DIAMOND Service code 11 · EIN 11-2836994 | Actuarial | $26,000 |
MMA SECURITIES LLC4+ years Filed as: MARSH USA INC. Service code 22 · EIN 36-1436000 | Insurance Broker | $24,904 |
MARTIN FLEISHER, JD4+ years Service code 29 · EIN 20-0357886 | Legal | $7,150 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$349,251 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $453,834 | $88,122+415.0% | $141,200+221.4% | $67,584+571.5% |
| Participation rate | 96.4% | 76.5%+19.9pp | 82.5%+13.9pp | 71.3%+25.1pp |
| Annual return | 5.42% | 75.40%-70.0pp | 71.41%-66.0pp | 378.59%-373.2pp |
| Employer contribution / active EE | $9,914 | $3,224+207.5% | $4,736+109.3% | $2,148+361.6% |
| Participant deferral / active EE | $13,866 | $5,958+132.7% | $6,710+106.6% | $3,540+291.7% |
| Admin fee / account holder | $165 | $131+25.9% | $10,265-98.4% | $142+15.8% |