Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $56,606 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,727 |
ALLSPRING2 years Filed as: ALLSPRING GLOBALINVESTMENTS Service code 60 | Sub-TA Fees | $0 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
AMERICAN FUNDS2 years Service code 60 | Sub-TA Fees | $0 |
BLACKROCK2 years Service code 60 | Sub-TA Fees | $0 |
GOLDMAN SACHS2 years Service code 60 | Sub-TA Fees | $0 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN Service code 60 | Sub-TA Fees | $0 |
Filed as: METROPOLITAN WESTFUNDS Service code 60 | Sub-TA Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,751 | $82,163-23.6% | $125,381-50.0% | $64,819-3.2% |
| Participation rate | 73.0% | 77.9%-4.9pp | 82.4%-9.4pp | 71.5%+1.5pp |
| Annual return | -16.07% | 3.49%-19.6pp | 572.31%-588.4pp | 32.84%-48.9pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $13,224 | $7,175+84.3% | $7,448+77.6% | $4,311+206.8% |
| Admin fee / account holder | $137 | $163-16.3% | $10,007-98.6% | $188-27.3% |