Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $65,832 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,920 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,042 |
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 | $64,763 | $99,168-34.7% | $96,576-32.9% | $74,440-13.0% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.0%+18.7pp | 70.7%+23.9pp |
| Annual return | 20.48% | 22.40%-1.9pp | 25.87%-5.4pp | 34.37%-13.9pp |
| Employer contribution / active EE | $5,138 | $2,570+99.9% | $2,965+73.3% | $2,638+94.8% |
| Participant deferral / active EE | $11,675 | $4,936+136.5% | $4,851+140.7% | $4,529+157.8% |
| Admin fee / account holder | $199 | $225-11.6% | $8,253-97.6% | $348-42.8% |