Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $356,907 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,529 |
THOMPSON HINE5 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $40,556 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $17,652 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $47,479 | $110,282-56.9% | $102,434-53.6% | $199,960-76.3% |
| Participation rate | 95.7% | 86.3%+9.4pp | 76.5%+19.2pp | 72.0%+23.7pp |
| Annual return | 11.23% | 35.75%-24.5pp | 29.46%-18.2pp | 34.28%-23.0pp |
| Employer contribution / active EE | $3,087 | $3,603-14.3% | $3,023+2.1% | $3,036+1.7% |
| Participant deferral / active EE | $4,032 | $6,376-36.8% | $5,055-20.2% | $5,087-20.7% |
| Admin fee / account holder | $90 | $122-26.5% | $9,462-99.1% | $269-66.6% |