Filed October 1, 2021
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,112 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,629 |
PENSION ASSURANCE LLP3 years Service code 10 · EIN 30-0840934 | Accounting | $16,000 |
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 | $71,842 | $122,259-41.2% | $147,041-51.1% | $199,874-64.1% |
| Participation rate | 98.4% | 78.3%+20.2pp | 82.2%+16.3pp | 72.0%+26.4pp |
| Annual return | 28.59% | 30.58%-2.0pp | 419.21%-390.6pp | 34.28%-5.7pp |
| Employer contribution / active EE | $5,102 | $4,097+24.5% | $4,935+3.4% | $3,036+68.0% |
| Participant deferral / active EE | $14,238 | $8,504+67.4% | $8,071+76.4% | $5,090+179.7% |
| Admin fee / account holder | $26 | $179-85.5% | $13,006-99.8% | $269-90.4% |