Filed March 2, 2021
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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,401 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$144,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,594 | $130,052-38.0% | $86,698-7.0% | $77,906+3.5% |
| Participation rate | 37.4% | 85.9%-48.5pp | 76.6%-39.1pp | 73.7%-36.3pp |
| Annual return | -17.84% | -12.73%-5.1pp | 35.96%-53.8pp | 12.16%-30.0pp |
| Employer contribution / active EE | $0 | $3,214-100.0% | $2,837-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $4,977 | $5,741-13.3% | $4,656+6.9% | $4,805+3.6% |
| Admin fee / account holder | $119 | $132-9.8% | $7,492-98.4% | $133-10.3% |