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 | $532,211 |
JANNEY MONTGOMERY SCOTT LLC9 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $165,780 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,617 |
KEITER6 years Service code 10 · EIN 54-1631262 | Accounting | $30,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,746 | $42,127-29.4% | $85,240-65.1% | $106,553-72.1% |
| Participation rate | 14.8% | 36.6%-21.8pp | 67.5%-52.7pp | 69.8%-55.0pp |
| Annual return | 20.40% | 36.21%-15.8pp | 66.75%-46.4pp | 17.37%+3.0pp |
| Employer contribution / active EE | $50 | $825-94.0% | $2,735-98.2% | $3,359-98.5% |
| Participant deferral / active EE | $1,569 | $2,066-24.1% | $4,527-65.3% | $5,562-71.8% |
| Admin fee / account holder | $99 | $114-12.8% | $6,165-98.4% | $80+24.2% |