Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,711 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,535 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $19,483 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,149 | $92,090+25.0% | $106,201+8.4% | $77,671+48.3% |
| Participation rate | 97.2% | 81.0%+16.2pp | 75.3%+21.9pp | 70.6%+26.6pp |
| Annual return | 20.50% | 17.89%+2.6pp | 116.26%-95.8pp | 31.21%-10.7pp |
| Employer contribution / active EE | $6,572 | $3,368+95.1% | $3,170+107.4% | $2,726+141.1% |
| Participant deferral / active EE | $13,813 | $5,386+156.4% | $5,012+175.6% | $4,648+197.2% |
| Admin fee / account holder | $97 | $219-55.9% | $11,039-99.1% | $430-77.5% |