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 | $35,398 |
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 27 · EIN 45-5291215 | Advisory (Plan) | $15,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $72,359 | $73,404-1.4% | $87,102-16.9% | $67,579+7.1% |
| Participation rate | 50.3% | 80.9%-30.5pp | 76.9%-26.6pp | 71.3%-21.0pp |
| Annual return | 25.22% | 48.29%-23.1pp | 28.19%-3.0pp | 378.56%-353.3pp |
| Employer contribution / active EE | $1,634 | $2,014-18.9% | $2,521-35.2% | $2,148-23.9% |
| Participant deferral / active EE | $3,738 | $3,913-4.5% | $4,048-7.7% | $3,539+5.6% |
| Admin fee / account holder | $318 | $142+124.9% | $7,491-95.7% | $142+123.8% |