See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $381,363 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $234,731 |
BUCK GLOBAL, LLC1 year Service code 10 · EIN 83-1116912 | Accounting | $71,902 |
WITHUMSMITH+BROWN, PC2 years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $56,500 |
FOLEY & LARDNER LLP2 years Service code 29 · EIN 39-0473800 | Legal | $23,416 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,122 | $130,141+13.0% | $86,677+69.7% | $77,904+88.9% |
| Participation rate | 95.6% | 85.9%+9.6pp | 76.6%+19.0pp | 73.7%+21.9pp |
| Annual return | -15.52% | -12.75%-2.8pp | 35.91%-51.4pp | 12.21%-27.7pp |
| Employer contribution / active EE | $5,058 | $3,220+57.1% | $2,836+78.3% | $2,848+77.6% |
| Participant deferral / active EE | $7,616 | $5,757+32.3% | $4,656+63.6% | $4,806+58.5% |
| Admin fee / account holder | $106 | $132-19.7% | $7,493-98.6% | $133-20.2% |