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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,153 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,801 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,191 | $60,261-8.4% | $81,783-32.5% | $74,546-26.0% |
| Participation rate | 51.9% | 62.9%-11.0pp | 72.4%-20.5pp | 67.2%-15.3pp |
| Annual return | 17.22% | 16.88%+0.3pp | 775.05%-757.8pp | 1366.03%-1348.8pp |
| Employer contribution / active EE | $2,778 | $2,622+6.0% | $2,913-4.6% | $2,624+5.9% |
| Participant deferral / active EE | $5,824 | $3,388+71.9% | $4,320+34.8% | $4,347+34.0% |
| Admin fee / account holder | $60 | $1,482-96.0% | $7,380-99.2% | $1,944-96.9% |