Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $43,077 |
CLARK NUBER1 year Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $20,400 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $15,682 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,157 |
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 | $62,620 | $89,808-30.3% | $100,383-37.6% | $77,671-19.4% |
| Participation rate | 97.1% | 81.2%+15.9pp | 81.5%+15.6pp | 70.6%+26.5pp |
| Annual return | 17.57% | 20.62%-3.1pp | 49.26%-31.7pp | 31.21%-13.6pp |
| Employer contribution / active EE | $3,869 | $3,039+27.3% | $3,944-1.9% | $2,726+41.9% |
| Participant deferral / active EE | $17,646 | $8,284+113.0% | $8,086+118.2% | $4,648+279.7% |
| Admin fee / account holder | $98 | $174-43.9% | $7,900-98.8% | $430-77.3% |