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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,589 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,850 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,823 | $63,905+9.3% | $74,184-5.9% | $57,658+21.1% |
| Participation rate | 77.4% | 79.8%-2.3pp | 76.6%+0.8pp | 70.2%+7.2pp |
| Annual return | 10.56% | 60.60%-50.0pp | 17.74%-7.2pp | 5.13%+5.4pp |
| Employer contribution / active EE | $3,535 | $1,840+92.1% | $2,370+49.1% | $1,974+79.1% |
| Participant deferral / active EE | $12,731 | $3,448+269.2% | $3,550+258.6% | $3,061+316.0% |
| Admin fee / account holder | $11 | $91-87.7% | $5,586-99.8% | $95-88.1% |