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 | $125,645 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $100,438 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,261 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $19,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,512 | $57,921-14.5% | $98,716-49.8% | $103,975-52.4% |
| Participation rate | 30.3% | 68.8%-38.5pp | 69.3%-39.0pp | 72.5%-42.2pp |
| Annual return | 19.85% | 13.15%+6.7pp | 31.81%-12.0pp | 19.41%+0.4pp |
| Employer contribution / active EE | $389 | $1,595-75.6% | $2,279-82.9% | $3,722-89.6% |
| Participant deferral / active EE | $1,747 | $2,573-32.1% | $4,048-56.8% | $5,343-67.3% |
| Admin fee / account holder | $287 | $324-11.2% | $8,703-96.7% | $332-13.5% |