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) | $337,197 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$268,926 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,158 | $96,900+171.6% | $111,392+136.2% | $75,289+249.5% |
| Participation rate | 96.1% | 85.9%+10.2pp | 78.9%+17.3pp | 72.4%+23.7pp |
| Annual return | -5.51% | 1.66%-7.2pp | -2.06%-3.4pp | -0.04%-5.5pp |
| Employer contribution / active EE | $6,184 | $5,520+12.0% | $4,328+42.9% | $2,405+157.1% |
| Participant deferral / active EE | $11,155 | $6,494+71.8% | $5,567+100.4% | $3,739+198.4% |
| Admin fee / account holder | $44 | $105-57.8% | $12,266-99.6% | $102-56.6% |