Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $731,705 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $668,874 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $125,000 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $56,470 |
GUNNING STENSON & PRICE1 year Filed as: GUNNING, STENSON & PRICE Service code 10 · EIN 27-1386100 | Accounting | $17,630 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $80,421 | $36,954+117.6% | $80,669-0.3% | $96,393-16.6% |
| Participation rate | 54.6% | 33.6%+21.0pp | 67.0%-12.4pp | 71.3%-16.6pp |
| Annual return | 25.00% | 36.74%-11.7pp | 937.61%-912.6pp | 22.88%+2.1pp |
| Employer contribution / active EE | $1,328 | $776+71.1% | $2,724-51.2% | $3,239-59.0% |
| Participant deferral / active EE | $4,668 | $1,942+140.4% | $4,444+5.0% | $5,455-14.4% |
| Admin fee / account holder | $87 | $115-24.5% | $5,384-98.4% | $74+17.4% |