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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,746 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,514 |
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 | $110,035 | $55,402+98.6% | $76,089+44.6% | $77,714+41.6% |
| Participation rate | 87.1% | 63.6%+23.5pp | 69.1%+18.0pp | 70.6%+16.5pp |
| Annual return | 25.92% | 17.09%+8.8pp | 360.94%-335.0pp | 31.26%-5.3pp |
| Employer contribution / active EE | $1,053 | $1,789-41.2% | $2,690-60.9% | $2,727-61.4% |
| Participant deferral / active EE | $8,586 | $3,450+148.9% | $4,259+101.6% | $4,649+84.7% |
| Admin fee / account holder | -$1 | $410-100.2% | $6,418-100.0% | $433-100.2% |