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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,419 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $19,530 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$72,366 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $338,808 | $69,305+388.9% | $82,312+311.6% | $69,634+386.6% |
| Participation rate | 93.9% | 80.3%+13.7pp | 76.9%+17.0pp | 70.7%+23.2pp |
| Annual return | 20.05% | 21.47%-1.4pp | 25.88%-5.8pp | 27572.26%-27552.2pp |
| Employer contribution / active EE | $7,867 | $1,887+317.0% | $2,428+224.0% | $2,032+287.1% |
| Participant deferral / active EE | $13,650 | $3,568+282.5% | $3,706+268.3% | $3,224+323.4% |
| Admin fee / account holder | -$8 | $97-108.7% | $5,608-100.2% | $110-107.6% |