See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP6+ years Service code 10 · EIN 13-3891517 | Accounting | $130,932 |
Service code 37 · EIN 04-2647786 | Loan Processing | $122,127 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,215 |
Filed as: HOMES LOWRY HORN & JOHNSON LTD. Service code 10 · EIN 54-0975470 | Accounting | $16,270 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $7,289 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,093 | $176,491-15.5% | $95,952+55.4% | $90,288+65.1% |
| Participation rate | 97.1% | 86.6%+10.5pp | 77.1%+20.0pp | 73.4%+23.7pp |
| Annual return | 9.97% | 20.14%-10.2pp | 91.61%-81.6pp | 53.97%-44.0pp |
| Employer contribution / active EE | $0 | $2,789-100.0% | $2,541-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $0 | $5,340-100.0% | $4,167-100.0% | $4,232-100.0% |
| Admin fee / account holder | $75 | $154-51.2% | $6,795-98.9% | $114-34.1% |