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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,339 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,786 |
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 | $74,875 | $59,402+26.0% | $93,654-20.1% | $74,546+0.4% |
| Participation rate | 90.0% | 59.7%+30.3pp | 68.7%+21.3pp | 67.2%+22.8pp |
| Annual return | 14.11% | 81.86%-67.7pp | 133.34%-119.2pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $544 | $1,265-57.0% | $2,421-77.5% | $2,624-79.3% |
| Participant deferral / active EE | $3,713 | $3,049+21.8% | $4,413-15.9% | $4,347-14.6% |
| Admin fee / account holder | $188 | $3,023-93.8% | $8,282-97.7% | $1,944-90.3% |