Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $252,679 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,486 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $39,060 |
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 | $72,086 | $176,471-59.2% | $95,968-24.9% | $90,274-20.1% |
| Participation rate | 83.0% | 86.6%-3.6pp | 77.1%+5.9pp | 73.4%+9.7pp |
| Annual return | 14.90% | 20.15%-5.3pp | 91.65%-76.8pp | 53.97%-39.1pp |
| Employer contribution / active EE | $1,137 | $2,783-59.1% | $2,542-55.2% | $2,523-54.9% |
| Participant deferral / active EE | $3,829 | $5,325-28.1% | $4,167-8.1% | $4,231-9.5% |
| Admin fee / account holder | $128 | $154-16.7% | $6,798-98.1% | $114+12.6% |