Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,648 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,354 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $57,745 | $31,741+81.9% | $56,025+3.1% | $200,096-71.1% |
| Participation rate | 12.1% | 32.3%-20.2pp | 52.5%-40.4pp | 72.0%-59.9pp |
| Annual return | 13.39% | 14.72%-1.3pp | 1712.69%-1699.3pp | 34.26%-20.9pp |
| Employer contribution / active EE | $203 | $508-59.9% | $1,042-80.5% | $3,038-93.3% |
| Participant deferral / active EE | $524 | $1,184-55.7% | $1,955-73.2% | $5,090-89.7% |
| Admin fee / account holder | $67 | $426-84.4% | $2,828-97.6% | $269-75.3% |