Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FINTRUST BROKERAGE SERVICES LLC Service code 27 · EIN 56-1989135 | Advisory (Plan) | $60,298 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $104,981 | $72,770+44.3% | $67,652+55.2% | $55,191+90.2% |
| Participation rate | 57.1% | 78.8%-21.7pp | 75.7%-18.6pp | 69.2%-12.1pp |
| Annual return | 0.76% | -3.26%+4.0pp | 6625.40%-6624.6pp | 10.78%-10.0pp |
| Employer contribution / active EE | $1,588 | $1,769-10.3% | $2,266-29.9% | $1,899-16.4% |
| Participant deferral / active EE | $3,296 | $3,408-3.3% | $3,560-7.4% | $3,046+8.2% |
| Admin fee / account holder | $218 | $79+176.3% | $4,821-95.5% | $91+139.9% |