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 | $92,186+24.9% | $105,624+9.0% | $77,762+48.1% |
| Participation rate | 97.2% | 81.0%+16.1pp | 75.3%+21.9pp | 70.6%+26.6pp |
| Annual return | 20.50% | 17.83%+2.7pp | 116.20%-95.7pp | 31.27%-10.8pp |
| Employer contribution / active EE | $6,572 | $3,376+94.7% | $3,168+107.5% | $2,728+140.9% |
| Participant deferral / active EE | $13,813 | $5,395+156.0% | $5,013+175.6% | $4,651+197.0% |
| Admin fee / account holder | $97 | $219-55.9% | $10,961-99.1% | $433-77.7% |