Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $146,842 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,148 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,299 | $107,415+188.9% | $135,942+128.3% | $80,149+287.2% |
| Participation rate | 59.9% | 78.0%-18.1pp | 81.9%-22.0pp | 72.9%-13.0pp |
| Annual return | 18.25% | 91.99%-73.7pp | 68.28%-50.0pp | 40.39%-22.1pp |
| Employer contribution / active EE | $7,962 | $3,878+105.3% | $4,858+63.9% | $2,977+167.4% |
| Participant deferral / active EE | $8,710 | $8,189+6.4% | $7,759+12.3% | $5,015+73.7% |
| Admin fee / account holder | $94 | $127-25.9% | $10,764-99.1% | $145-35.1% |