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 |
|---|---|---|
STRATOS WEALTH PARTNERS3 years Filed as: STRATOS WEALTH ADVISORS Service code 27 · EIN 81-2658157 | Advisory (Plan) | $42,491 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $25,251 |
HAYS COMPANIES1 year Filed as: HAYS FINANCIAL GROUP Service code 27 80 S 8TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $5,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,895 | $82,163-70.9% | $125,381-80.9% | $64,819-63.1% |
| Participation rate | 68.1% | 77.9%-9.8pp | 82.4%-14.3pp | 71.5%-3.3pp |
| Annual return | -20.20% | 3.49%-23.7pp | 572.31%-592.5pp | 32.84%-53.0pp |
| Employer contribution / active EE | $2,240 | $3,616-38.1% | $4,815-53.5% | $2,507-10.6% |
| Participant deferral / active EE | $4,464 | $7,175-37.8% | $7,448-40.1% | $4,311+3.5% |
| Admin fee / account holder | $280 | $163+71.5% | $10,007-97.2% | $188+49.0% |