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 27 · EIN 43-3764090 | Advisory (Plan) | $39,581 |
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 | Accounting | $13,250 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,079 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$83,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,974 | $130,795+63.6% | $173,730+23.2% | $64,728+230.6% |
| Participation rate | 87.8% | 69.9%+17.9pp | 79.6%+8.2pp | 57.9%+29.9pp |
| Annual return | 15.47% | 13.01%+2.5pp | 19.96%-4.5pp | 49.38%-33.9pp |
| Employer contribution / active EE | $3,360 | $2,914+15.3% | $4,577-26.6% | $2,243+49.8% |
| Participant deferral / active EE | $9,379 | $3,477+169.7% | $6,326+48.3% | $2,729+243.6% |
| Admin fee / account holder | $162 | $1,356-88.1% | $17,523-99.1% | $1,145-85.9% |