Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,308 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,656 |
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 | $89,966 | $85,660+5.0% | $256,809-65.0% | $85,660+5.0% |
| Participation rate | 96.9% | 74.8%+22.1pp | 88.5%+8.4pp | 74.8%+22.1pp |
| Annual return | 22.82% | 19.52%+3.3pp | 32.73%-9.9pp | 19.52%+3.3pp |
| Employer contribution / active EE | $4,612 | $4,199+9.8% | $7,263-36.5% | $4,199+9.8% |
| Participant deferral / active EE | $19,593 | $3,518+456.9% | $9,520+105.8% | $3,518+456.9% |
| Admin fee / account holder | $14 | $224-93.7% | $25,146-99.9% | $224-93.7% |