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 | $37,303 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $34,997 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,478 | $82,163-54.4% | $125,381-70.1% | $64,819-42.2% |
| Participation rate | 65.7% | 77.9%-12.2pp | 82.4%-16.7pp | 71.5%-5.8pp |
| Annual return | -13.96% | 3.49%-17.4pp | 572.31%-586.3pp | 32.84%-46.8pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $7,812 | $7,175+8.9% | $7,448+4.9% | $4,311+81.2% |
| Admin fee / account holder | $139 | $163-14.6% | $10,007-98.6% | $188-25.8% |