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 |
|---|---|---|
MRA ASSOCIATES USA LLC1 year Service code 27 · EIN 27-1529830 | Advisory (Plan) | $62,694 |
Service code 37 · EIN 04-2647786 | Loan Processing | $62,195 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,305 | $62,543+38.0% | $83,323+3.6% | $55,725+54.9% |
| Participation rate | 64.4% | 78.4%-14.0pp | 77.8%-13.3pp | 70.9%-6.4pp |
| Annual return | -4.67% | 14.85%-19.5pp | 10.63%-15.3pp | 244.93%-249.6pp |
| Employer contribution / active EE | $0 | $2,427-100.0% | $3,379-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,117 | $5,682-9.9% | $5,565-8.0% | $3,356+52.5% |
| Admin fee / account holder | $384 | $103+272.5% | $7,539-94.9% | $115+233.5% |