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 | $569,385 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $308,353 |
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $85,000 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $28,980 |
Form 5500 reported that benefits due were not provided when due.
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 | $89,457 | $107,662-16.9% | $159,495-43.9% | $106,520-16.0% |
| Participation rate | 77.3% | 69.4%+7.9pp | 82.8%-5.6pp | 71.3%+6.0pp |
| Annual return | 17.82% | 22.17%-4.3pp | 263.72%-245.9pp | 19.28%-1.5pp |
| Employer contribution / active EE | $2,786 | $2,741+1.6% | $4,831-42.3% | $2,840-1.9% |
| Participant deferral / active EE | $8,849 | $6,799+30.2% | $7,354+20.3% | $4,948+78.9% |
| Admin fee / account holder | $65 | $69-4.9% | $10,804-99.4% | $75-12.5% |