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 | $153,743-41.5% | $197,124-54.4% | $103,975-13.5% |
| Participation rate | 96.9% | 91.1%+5.8pp | 86.7%+10.2pp | 72.5%+24.4pp |
| Annual return | 22.82% | 17.60%+5.2pp | 44.34%-21.5pp | 19.41%+3.4pp |
| Employer contribution / active EE | $4,612 | $5,424-15.0% | $6,227-25.9% | $3,722+23.9% |
| Participant deferral / active EE | $19,593 | $9,152+114.1% | $9,135+114.5% | $5,343+266.7% |
| Admin fee / account holder | $14 | $131-89.3% | $16,298-99.9% | $332-95.8% |