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 37 · EIN 04-2647786 | Loan Processing | $135,737 |
FIDUCIA GROUP LLC6 years Filed as: FIDUCIA GROUP Service code 27 · EIN 26-2218504 | Advisory (Plan) | $56,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,166 |
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 | $179,635 | $120,450+49.1% | $159,495+12.6% | $93,010+93.1% |
| Participation rate | 96.4% | 78.0%+18.4pp | 82.8%+13.5pp | 73.9%+22.5pp |
| Annual return | 18.21% | 27.11%-8.9pp | 263.72%-245.5pp | 158.70%-140.5pp |
| Employer contribution / active EE | $4,488 | $3,526+27.3% | $4,831-7.1% | $2,705+65.9% |
| Participant deferral / active EE | $17,064 | $7,283+134.3% | $7,354+132.0% | $4,561+274.1% |
| Admin fee / account holder | $97 | $137-28.9% | $10,804-99.1% | $152-35.9% |