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 |
|---|---|---|
BAKER TILLY US, LLP3+ years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $48,836 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,399 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$21,585 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,002 | $80,360+14.5% | $90,161+2.0% | $77,958+18.0% |
| Participation rate | 88.8% | 81.9%+6.9pp | 76.9%+11.9pp | 71.6%+17.2pp |
| Annual return | 16.91% | 24.56%-7.6pp | 34.89%-18.0pp | 20.87%-4.0pp |
| Employer contribution / active EE | $783 | $2,326-66.4% | $3,318-76.4% | $2,310-66.1% |
| Participant deferral / active EE | $3,981 | $5,829-31.7% | $5,287-24.7% | $3,537+12.6% |
| Admin fee / account holder | $19 | $64-70.3% | $5,943-99.7% | $97-80.6% |