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 27 · EIN 26-1204987 | Advisory (Plan) | $33,630 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,518 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,545 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,839 | $89,465-0.7% | $165,100-46.2% | $77,762+14.2% |
| Participation rate | 67.3% | 78.6%-11.3pp | 78.6%-11.3pp | 70.6%-3.3pp |
| Annual return | 121.41% | 28.86%+92.5pp | 70.21%+51.2pp | 31.27%+90.1pp |
| Employer contribution / active EE | $2,606 | $2,565+1.6% | $4,348-40.1% | $2,728-4.5% |
| Participant deferral / active EE | $6,104 | $4,904+24.5% | $6,035+1.1% | $4,651+31.3% |
| Admin fee / account holder | $335 | $340-1.4% | $12,696-97.4% | $433-22.6% |