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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $25,782 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,644 |
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 | $198,473 | $78,562+152.6% | $105,608+87.9% | $74,429+166.7% |
| Participation rate | 91.0% | 72.8%+18.3pp | 75.3%+15.8pp | 67.2%+23.8pp |
| Annual return | 17.72% | 15.94%+1.8pp | 116.50%-98.8pp | 1368.38%-1350.7pp |
| Employer contribution / active EE | $2,478 | $2,521-1.7% | $3,167-21.8% | $2,625-5.6% |
| Participant deferral / active EE | $8,243 | $4,321+90.7% | $5,010+64.5% | $4,348+89.6% |
| Admin fee / account holder | $227 | $2,217-89.8% | $11,028-97.9% | $1,944-88.3% |