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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,688 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,091 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,722 | $185,342-62.4% | $111,303-37.4% | $86,813-19.7% |
| Participation rate | 57.4% | 81.0%-23.6pp | 77.3%-19.9pp | 72.3%-14.9pp |
| Annual return | 35.55% | 500.80%-465.2pp | 54.66%-19.1pp | 97.93%-62.4pp |
| Employer contribution / active EE | $2,209 | $2,246-1.6% | $2,731-19.1% | $2,406-8.2% |
| Participant deferral / active EE | $5,010 | $4,458+12.4% | $4,487+11.6% | $4,131+21.3% |
| Admin fee / account holder | $28 | $255-89.0% | $7,966-99.6% | $170-83.4% |