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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,894 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$59,620 |
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 | $96,471 | $105,173-8.3% | $87,102+10.8% | $77,775+24.0% |
| Participation rate | 94.7% | 85.8%+8.9pp | 76.9%+17.8pp | 73.2%+21.5pp |
| Annual return | 29.66% | 24.52%+5.1pp | 28.19%+1.5pp | 32.58%-2.9pp |
| Employer contribution / active EE | $3,859 | $2,890+33.5% | $2,521+53.0% | $2,504+54.1% |
| Participant deferral / active EE | $14,737 | $5,048+191.9% | $4,048+264.0% | $3,966+271.6% |
| Admin fee / account holder | -$34 | $105-132.8% | $7,493-100.5% | $100-134.3% |