Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $59,694 |
FIDUCIENT ADVISORS LLC2+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $35,275 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,149 | $106,230+186.3% | $147,080+106.8% | $77,736+291.3% |
| Participation rate | 96.9% | 78.4%+18.5pp | 82.2%+14.7pp | 70.6%+26.3pp |
| Annual return | 12.06% | 56.91%-44.9pp | 420.17%-408.1pp | 31.26%-19.2pp |
| Employer contribution / active EE | $11,860 | $4,072+191.2% | $4,933+140.4% | $2,728+334.8% |
| Participant deferral / active EE | $12,642 | $8,001+58.0% | $8,066+56.7% | $4,651+171.8% |
| Admin fee / account holder | $348 | $338+2.9% | $12,989-97.3% | $433-19.6% |