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 |
|---|---|---|
STRIBLING WHALEN FINANCIAL GROUP2+ years Service code 27 620 SPRING ST. SE · GAINESVILLE, GA 30501 | Advisory (Plan) | $91,482 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Float revenue; Direct payment from th... | $73,885 |
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 | $116,259 | $36,916+214.9% | $156,551-25.7% | $57,658+101.6% |
| Participation rate | 98.7% | 63.4%+35.3pp | 84.0%+14.7pp | 70.2%+28.5pp |
| Annual return | 7.02% | 12.38%-5.4pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $6,687 | $1,571+325.8% | $5,501+21.5% | $1,974+238.8% |
| Participant deferral / active EE | $3,665 | $1,926+90.3% | $4,871-24.8% | $3,061+19.7% |
| Admin fee / account holder | $198 | $82+139.5% | $13,028-98.5% | $95+109.0% |