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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,085 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,221 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $24,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,386 | $140,190-46.9% | $115,756-35.7% | $77,906-4.5% |
| Participation rate | 55.0% | 81.0%-26.0pp | 77.1%-22.0pp | 73.7%-18.6pp |
| Annual return | -14.95% | -13.46%-1.5pp | 143.14%-158.1pp | 12.16%-27.1pp |
| Employer contribution / active EE | $1,896 | $3,169-40.2% | $3,793-50.0% | $2,846-33.4% |
| Participant deferral / active EE | $3,764 | $5,401-30.3% | $6,254-39.8% | $4,805-21.7% |
| Admin fee / account holder | $40 | $138-71.1% | $8,124-99.5% | $133-69.9% |