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 37 · EIN 04-2647786 | Loan Processing | $47,710 |
Filed as: BUTTERFILD SCHECHTER LLP Service code 29 · EIN 33-0829013 | Legal | $43,852 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,317 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,182 | $111,878-69.4% | $93,727-63.5% | $145,897-76.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.71% | 204.28%-194.6pp | 133.83%-124.1pp | 552.29%-542.6pp |
| Employer contribution / active EE | $17,701 | $3,092+472.5% | $2,421+631.0% | $4,663+279.6% |
| Participant deferral / active EE | $56,363 | $4,920+1045.5% | $4,417+1176.0% | $6,689+742.6% |
| Admin fee / account holder | $659 | $10,256-93.6% | $8,292-92.0% | $13,390-95.1% |