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 | $221,342 |
ADVUS FINANCIAL PARTNERS LLC2 years Filed as: ADVUS FINANCIAL Service code 27 · EIN 85-4001199 | Advisory (Plan) | $70,809 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,219 |
SMITH, GAMBRELL & RUSSELL, LLP9+ years Filed as: VESTAL & WILER Service code 10 · EIN 59-3198021 | Accounting | $25,750 |
REHMANN ROBSON1 year Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3567911 | Accounting | $8,150 |
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 | $50,290 | $70,115-28.3% | $70,589-28.8% | $80,187-37.3% |
| Participation rate | 55.1% | 71.7%-16.5pp | 68.4%-13.2pp | 72.9%-17.8pp |
| Annual return | 18.17% | 134.51%-116.3pp | 32.80%-14.6pp | 40.40%-22.2pp |
| Employer contribution / active EE | $1,453 | $3,021-51.9% | $2,977-51.2% | $2,980-51.2% |
| Participant deferral / active EE | $2,643 | $4,495-41.2% | $4,569-42.2% | $5,016-47.3% |
| Admin fee / account holder | $79 | $112-29.3% | $6,430-98.8% | $145-45.3% |