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 |
|---|---|---|
USI CONSULTING GROUP4 years Filed as: USI ADVISORS Service code 16 · EIN 06-1397347 | Consulting | $59,500 |
SMITH & HOWARD, PC10+ years Filed as: SMITH & HOWARD Service code 10 · EIN 58-1250486 | Accounting | $22,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,399 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$70,734 |
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).
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 | $96,458 | $45,022+114.2% | $85,240+13.2% | $200,096-51.8% |
| Participation rate | 29.3% | 45.8%-16.5pp | 67.5%-38.2pp | 72.0%-42.7pp |
| Annual return | 11.94% | 21.00%-9.1pp | 66.75%-54.8pp | 34.26%-22.3pp |
| Employer contribution / active EE | $1,023 | $1,374-25.6% | $2,735-62.6% | $3,038-66.3% |
| Participant deferral / active EE | $2,848 | $2,682+6.2% | $4,527-37.1% | $5,090-44.1% |
| Admin fee / account holder | $20 | $585-96.6% | $6,165-99.7% | $269-92.5% |