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.6 years Filed as: STRATEGIC CAPITAL INVEST ADVS., INC Service code 27 · EIN 36-4268991 | Advisory (Plan) | $48,500 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $47,666 |
MARY MCMULLIN4 years Service code 30 · EIN 36-6754873 | Employee (plan) | $34,046 |
JACUELINE CARSON2 years Service code 30 · EIN 36-6754873 | Employee (plan) | $31,530 |
JOHNSON & KROL, LLC7+ years Service code 29 · EIN 36-4342024 | Legal | $17,121 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $8,998 |
Filed as: JIM KLEMME Service code 10 8159 W. BRYN MAWR · CHICAGO, IL 606312940 | Accounting | $7,220 |
BASYS1 year Filed as: BASYS, INC Service code 15 · EIN 52-1796473 | Recordkeeping | $5,732 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,600 | $88,770+50.5% | $109,163+22.4% | $93,010+43.6% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 9.79% | 60.64%-50.9pp | 25.75%-16.0pp | 158.70%-148.9pp |
| Employer contribution / active EE | $5,943 | $3,780+57.2% | $3,723+59.6% | $2,705+119.7% |
| Participant deferral / active EE | $1,532 | $3,630-57.8% | $4,654-67.1% | $4,561-66.4% |
| Admin fee / account holder | $817 | $172+374.3% | $6,754-87.9% | $152+438.8% |