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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,461 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $744 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,660 | $91,439+19.9% | $135,974-19.4% | $71,511+53.3% |
| Participation rate | 91.4% | 75.7%+15.7pp | 81.9%+9.5pp | 67.9%+23.4pp |
| Annual return | 24.14% | 29.90%-5.8pp | 68.30%-44.2pp | 28.86%-4.7pp |
| Employer contribution / active EE | $9,974 | $3,705+169.2% | $4,859+105.3% | $2,589+285.2% |
| Participant deferral / active EE | $21,176 | $7,093+198.5% | $7,760+172.9% | $4,291+393.5% |
| Admin fee / account holder | $38 | $1,267-97.0% | $10,767-99.6% | $1,588-97.6% |