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: HIGHLAND CAPITAL ADVISORS Service code 27 · EIN 20-4284376 | Advisory (Plan) | $26,780 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,603 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,755 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,540 | $49,693+62.1% | $70,544+14.2% | $74,460+8.2% |
| Participation rate | 95.1% | 64.7%+30.4pp | 68.4%+26.7pp | 70.7%+24.3pp |
| Annual return | 19.48% | 21.22%-1.7pp | 32.79%-13.3pp | 34.38%-14.9pp |
| Employer contribution / active EE | $2,731 | $1,773+54.0% | $2,976-8.2% | $2,638+3.5% |
| Participant deferral / active EE | $7,976 | $3,376+136.3% | $4,568+74.6% | $4,530+76.1% |
| Admin fee / account holder | $95 | $316-69.9% | $6,427-98.5% | $348-72.7% |