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 25 · EIN 04-2647786 | Directed Trustee | $291,213 |
AMERICAN FUNDS8+ years Filed as: CAPITAL STRATAGIES Service code 16 · EIN 26-4789150 | Consulting | $40,000 |
CROWE LLP7 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $33,200 |
SEYFARTH SHAW LLP3 years Service code 29 · EIN 36-2152202 | Legal | $18,136 |
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 | $114,542 | $130,052-11.9% | $86,717+32.1% | $77,906+47.0% |
| Participation rate | 92.7% | 85.9%+6.8pp | 76.6%+16.1pp | 73.7%+19.0pp |
| Annual return | -16.14% | -12.73%-3.4pp | 35.97%-52.1pp | 12.16%-28.3pp |
| Employer contribution / active EE | $4,304 | $3,214+33.9% | $2,837+51.7% | $2,846+51.2% |
| Participant deferral / active EE | $6,429 | $5,741+12.0% | $4,657+38.1% | $4,805+33.8% |
| Admin fee / account holder | $139 | $132+5.2% | $7,494-98.1% | $133+4.6% |