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 27 · EIN 42-1445429 | Advisory (Plan) | $147,880 |
Service code 37 · EIN 04-2647786 | Loan Processing | $112,039 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,904 |
BLACK & PINCKARD LLC1 year Filed as: BLACK & PINCKARD Service code 10 · EIN 26-0079381 | Accounting | $13,000 |
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 | $51,748 | $122,585-57.8% | $184,256-71.9% | $200,096-74.1% |
| Participation rate | 92.1% | 86.9%+5.2pp | 86.8%+5.3pp | 72.0%+20.1pp |
| Annual return | 19.67% | 144.12%-124.4pp | 28.85%-9.2pp | 34.26%-14.6pp |
| Employer contribution / active EE | $2,913 | $4,571-36.3% | $6,427-54.7% | $3,038-4.1% |
| Participant deferral / active EE | $7,427 | $7,972-6.8% | $9,133-18.7% | $5,090+45.9% |
| Admin fee / account holder | $244 | $120+103.3% | $13,899-98.2% | $269-9.3% |