Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $174,994 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $132,531 |
GRASSI & CO1 year Filed as: GRASSI & CO., CPAS P.C. Service code 10 · EIN 11-3266576 | Accounting | $32,655 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $31,500 |
Filed as: CAPFINANCIAL PARTNERS LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $27,368 |
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 | $147,180 | $122,128+20.5% | $147,1170% | $200,096-26.4% |
| Participation rate | 94.6% | 78.2%+16.5pp | 82.2%+12.5pp | 72.0%+22.6pp |
| Annual return | 36.06% | 30.58%+5.5pp | 420.54%-384.5pp | 34.26%+1.8pp |
| Employer contribution / active EE | $3,481 | $4,093-15.0% | $4,932-29.4% | $3,038+14.6% |
| Participant deferral / active EE | $11,739 | $8,484+38.4% | $8,065+45.6% | $5,090+130.6% |
| Admin fee / account holder | $133 | $180-25.8% | $12,993-99.0% | $269-50.5% |