Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $572,709 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $232,772 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $106,250 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $26,250 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,879 | $97,541-15.0% | $149,751-44.7% | $106,273-22.0% |
| Participation rate | 77.0% | 66.8%+10.2pp | 82.5%-5.5pp | 70.8%+6.2pp |
| Annual return | 18.42% | 24.23%-5.8pp | 276.71%-258.3pp | 21.70%-3.3pp |
| Employer contribution / active EE | $1,416 | $2,504-43.5% | $4,646-69.5% | $2,722-48.0% |
| Participant deferral / active EE | $8,328 | $6,023+38.3% | $6,843+21.7% | $4,601+81.0% |
| Admin fee / account holder | $66 | $72-7.9% | $9,312-99.3% | $78-15.8% |