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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,707 |
Service code 16 · EIN 26-0058143 | Consulting | $25,400 |
SAMET & COMPANY PC1 year Filed as: SAMET & COMPANY Service code 10 · EIN 04-3027605 | Accounting | $10,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$168,235 |
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 | $73,765 | $71,106+3.7% | $83,327-11.5% | $75,289-2.0% |
| Participation rate | 76.1% | 82.0%-5.9pp | 77.8%-1.7pp | 72.4%+3.7pp |
| Annual return | -4.73% | -0.56%-4.2pp | 10.64%-15.4pp | -0.04%-4.7pp |
| Employer contribution / active EE | $1,729 | $2,436-29.0% | $3,379-48.8% | $2,405-28.1% |
| Participant deferral / active EE | $6,022 | $6,249-3.6% | $5,565+8.2% | $3,739+61.1% |
| Admin fee / account holder | -$17 | $72-123.1% | $7,540-100.2% | $102-116.3% |