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 |
|---|---|---|
KEYSTONE WEALTH ADVISORS INC2 years Filed as: KEYSTONE LIME COMPANY INC Service code 10 PO BOX 278 · SPRINGS, PA 15562 | Accounting | $15,750 |
FIRST UNITED BANK & TRUST6 years Service code 27 PO BOX 557 · OAKLAND, MD 21550 | Advisory (Plan) | $10,000 |
Service code 99 6300 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $6,569 |
Service code 13 · EIN 81-3989034 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $4,600 |
ANCHOR CAPITAL ADVISORS LLC2 years Filed as: ANCHOR 316 FIDUCIARY SOLUTIONS Service code 99 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Other Fees | $3,529 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,950 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $126,780 | $180,101-29.6% | $142,516-11.0% | - |
| Participation rate | 89.9% | 65.2%+24.7pp | 76.8%+13.1pp | - |
| Annual return | 15.47% | 26.77%-11.3pp | 19.99%-4.5pp | - |
| Employer contribution / active EE | $2,248 | $2,353-4.4% | $4,849-53.6% | - |
| Participant deferral / active EE | $4,040 | $4,104-1.6% | $6,280-35.7% | - |
| Admin fee / account holder | $223 | $23,406-99.0% | $10,008-97.8% | - |