Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,204 |
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,594 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 2 reportable transactions
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,372 | $65,437-29.1% | $86,698-46.5% | $66,949-30.7% |
| Participation rate | 88.4% | 75.5%+12.9pp | 76.6%+11.8pp | 69.8%+18.6pp |
| Annual return | -15.81% | -10.91%-4.9pp | 35.96%-51.8pp | 1.57%-17.4pp |
| Employer contribution / active EE | $410 | $2,154-81.0% | $2,837-85.6% | $2,545-83.9% |
| Participant deferral / active EE | $2,959 | $4,102-27.9% | $4,656-36.4% | $4,239-30.2% |
| Admin fee / account holder | $131 | $642-79.5% | $7,492-98.2% | $594-77.8% |