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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $88,770 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $75,000 |
AON CONSULTING3 years Filed as: AON INVESTMENTS Service code 16 · EIN 36-3109431 | Consulting | $30,000 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $19,016 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$82,507 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,740 | $92,186+238.2% | $105,624+195.1% | $77,762+300.9% |
| Participation rate | 98.3% | 81.0%+17.3pp | 75.3%+23.1pp | 70.6%+27.7pp |
| Annual return | 18.03% | 17.83%+0.2pp | 116.20%-98.2pp | 31.27%-13.2pp |
| Employer contribution / active EE | $13,576 | $3,376+302.2% | $3,168+328.6% | $2,728+397.7% |
| Participant deferral / active EE | $10,742 | $5,395+99.1% | $5,013+114.3% | $4,651+131.0% |
| Admin fee / account holder | $133 | $219-39.4% | $10,961-98.8% | $433-69.3% |