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 27 · EIN 43-1451524 | Advisory (Plan) | $18,750 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,042 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,176 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,713 | $76,112-0.5% | $96,534-21.6% | $71,511+5.9% |
| Participation rate | 87.7% | 74.4%+13.3pp | 76.0%+11.8pp | 67.9%+19.8pp |
| Annual return | 17.29% | 22.81%-5.5pp | 25.88%-8.6pp | 28.86%-11.6pp |
| Employer contribution / active EE | $3,417 | $2,248+52.0% | $2,965+15.2% | $2,589+32.0% |
| Participant deferral / active EE | $6,736 | $4,217+59.7% | $4,851+38.9% | $4,291+57.0% |
| Admin fee / account holder | $28 | $2,708-99.0% | $8,253-99.7% | $1,588-98.3% |