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) | $10,574 |
Service code 37 · EIN 04-2647786 | Loan Processing | $513 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,809 | $55,472+490.9% | $155,567+110.7% | $74,546+339.7% |
| Participation rate | 85.3% | 61.9%+23.3pp | 78.2%+7.1pp | 67.2%+18.0pp |
| Annual return | 20.46% | 268.72%-248.3pp | 64.74%-44.3pp | 1366.03%-1345.6pp |
| Employer contribution / active EE | $14,501 | $2,269+539.1% | $4,674+210.2% | $2,624+452.5% |
| Participant deferral / active EE | $19,244 | $2,838+578.1% | $5,628+241.9% | $4,347+342.6% |
| Admin fee / account holder | $71 | $1,743-95.9% | $15,916-99.6% | $1,944-96.3% |