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 | $43,084 |
CL WEALTH MANAGEMENT LLC6 years Service code 27 · EIN 06-1748234 | Advisory (Plan) | $32,062 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,442 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,322 | $79,003+30.8% | $100,398+2.9% | $74,400+38.9% |
| Participation rate | 92.6% | 79.5%+13.2pp | 81.5%+11.1pp | 67.2%+25.4pp |
| Annual return | 16.90% | 20.62%-3.7pp | 49.32%-32.4pp | 1367.51%-1350.6pp |
| Employer contribution / active EE | $3,885 | $3,015+28.9% | $3,946-1.5% | $2,624+48.0% |
| Participant deferral / active EE | $15,154 | $7,752+95.5% | $8,084+87.5% | $4,348+248.5% |
| Admin fee / account holder | $328 | $1,331-75.4% | $7,893-95.8% | $1,944-83.1% |