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 41-2212501 | Advisory (Plan) | $31,901 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,106 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,790 |
HOUSTON HARBAUGH1 year Service code 29 · EIN 25-1271850 | Legal | $5,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,729 | $64,311+8.4% | $110,243-36.8% | $75,289-7.4% |
| Participation rate | 58.7% | 79.3%-20.5pp | 79.8%-21.1pp | 72.4%-13.7pp |
| Annual return | -6.66% | -1.74%-4.9pp | 314.76%-321.4pp | -0.04%-6.6pp |
| Employer contribution / active EE | $2,508 | $2,404+4.4% | $3,827-34.5% | $2,405+4.3% |
| Participant deferral / active EE | $3,406 | $3,892-12.5% | $4,672-27.1% | $3,739-8.9% |
| Admin fee / account holder | $65 | $88-25.9% | $8,548-99.2% | $102-36.5% |