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 |
|---|---|---|
Filed as: HUTCHINSON & BLOODGO Service code 10 · EIN 95-0858589 | Accounting | $27,140 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS Service code 29 · EIN 46-3862389 | Legal | $25,883 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,139 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,868 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $86,425 | $36,700+135.5% | $171,082-49.5% | $63,975+35.1% |
| Participation rate | 62.0% | 61.5%+0.4pp | 76.7%-14.7pp | 71.1%-9.2pp |
| Annual return | 6.55% | 12.80%-6.3pp | 32.56%-26.0pp | 48.65%-42.1pp |
| Employer contribution / active EE | $1,660 | $1,210+37.1% | $4,002-58.5% | $2,182-23.9% |
| Participant deferral / active EE | $2,941 | $2,696+9.1% | $4,797-38.7% | $3,356-12.4% |
| Admin fee / account holder | $76 | $68+12.8% | $8,520-99.1% | $70+8.1% |