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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,899 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,859 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,597 | $89,465-13.3% | $165,071-53.0% | $77,736-0.2% |
| Participation rate | 58.6% | 78.6%-20.1pp | 78.6%-20.0pp | 70.6%-12.0pp |
| Annual return | 18.37% | 28.86%-10.5pp | 70.17%-51.8pp | 31.26%-12.9pp |
| Employer contribution / active EE | $1,155 | $2,565-55.0% | $4,347-73.4% | $2,728-57.7% |
| Participant deferral / active EE | $4,572 | $4,904-6.8% | $6,035-24.2% | $4,651-1.7% |
| Admin fee / account holder | $107 | $340-68.4% | $12,695-99.2% | $433-75.2% |