Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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) | $42,077 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,358 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $182,970 | $73,404+149.3% | $87,104+110.1% | $67,579+170.8% |
| Participation rate | 71.7% | 80.9%-9.1pp | 76.9%-5.1pp | 71.3%+0.5pp |
| Annual return | 23.27% | 48.29%-25.0pp | 28.19%-4.9pp | 378.56%-355.3pp |
| Employer contribution / active EE | $3,445 | $2,014+71.0% | $2,521+36.6% | $2,148+60.4% |
| Participant deferral / active EE | $5,976 | $3,913+52.7% | $4,048+47.6% | $3,539+68.8% |
| Admin fee / account holder | $105 | $142-25.9% | $7,491-98.6% | $142-26.3% |