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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $87,453 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,744 |
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.
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 | $75,229 | $46,332+62.4% | $143,797-47.7% | $64,824+16.1% |
| Participation rate | 61.5% | 64.2%-2.7pp | 80.3%-18.8pp | 71.5%-10.0pp |
| Annual return | -17.54% | -10.05%-7.5pp | -0.04%-17.5pp | 32.84%-50.4pp |
| Employer contribution / active EE | $1,369 | $1,911-28.4% | $4,952-72.4% | $2,507-45.4% |
| Participant deferral / active EE | $5,447 | $2,647+105.8% | $5,638-3.4% | $4,311+26.4% |
| Admin fee / account holder | $160 | $154+4.1% | $14,679-98.9% | $188-14.7% |