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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,627 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$104,083 |
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 | $68,958 | $88,646-22.2% | $90,223-23.6% | $59,188+16.5% |
| Participation rate | 99.8% | 84.8%+15.0pp | 79.0%+20.8pp | 69.4%+30.4pp |
| Annual return | 1.93% | 11.82%-9.9pp | 1.31%+0.6pp | 5.51%-3.6pp |
| Employer contribution / active EE | $10,572 | $5,463+93.5% | $4,378+141.5% | $2,098+403.9% |
| Participant deferral / active EE | $9,143 | $6,586+38.8% | $5,792+57.8% | $3,265+180.0% |
| Admin fee / account holder | -$69 | $63-210.6% | $7,406-100.9% | $92-175.3% |