Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $813,492 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $163,144 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $110,000 |
MARCUM LLP3+ years Service code 10 · EIN 11-1986323 | Accounting | $67,465 |
KILPATRICK TOWNSEND1 year Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 29 · EIN 58-0511774 | Legal | $31,608 |
Form 5500 reported that benefits due were not provided when due.
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 | $63,363 | $64,975-2.5% | $97,295-34.9% | $106,553-40.5% |
| Participation rate | 79.7% | 45.4%+34.4pp | 72.7%+7.1pp | 69.8%+9.9pp |
| Annual return | 15.43% | 15.21%+0.2pp | 75.62%-60.2pp | 17.37%-1.9pp |
| Employer contribution / active EE | $816 | $1,126-27.5% | $2,723-70.0% | $3,359-75.7% |
| Participant deferral / active EE | $2,873 | $2,466+16.5% | $4,264-32.6% | $5,562-48.3% |
| Admin fee / account holder | $56 | $69-18.1% | $5,646-99.0% | $80-29.5% |