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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,261 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$104,467 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,026,318 | $91,167+1025.8% | $178,498+475.0% | $79,858+1185.2% |
| Participation rate | 94.0% | 69.2%+24.8pp | 81.9%+12.0pp | 69.6%+24.3pp |
| Annual return | 20.20% | 24.19%-4.0pp | 151.09%-130.9pp | 31.72%-11.5pp |
| Employer contribution / active EE | $55,070 | $3,255+1591.7% | $5,011+999.0% | $2,471+2128.7% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | -$828 | $6,747-112.3% | $13,985-105.9% | $5,306-115.6% |