Filed June 26, 2024
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 | $220,132 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,423 |
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 | $43,519 | $87,621-50.3% | $86,460-49.7% | $77,906-44.1% |
| Participation rate | 89.6% | 85.8%+3.8pp | 80.3%+9.3pp | 73.7%+15.9pp |
| Annual return | -11.43% | -13.90%+2.5pp | 4399.82%-4411.3pp | 12.16%-23.6pp |
| Employer contribution / active EE | $3,718 | $3,474+7.0% | $3,771-1.4% | $2,846+30.6% |
| Participant deferral / active EE | $11,392 | $8,645+31.8% | $6,954+63.8% | $4,805+137.1% |
| Admin fee / account holder | $83 | $85-2.1% | $6,727-98.8% | $133-37.5% |