Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $146,153 |
Service code 37 · EIN 04-2647786 | Loan Processing | $125,393 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,961 | $110,282+11.5% | $102,457+20.0% | $199,874-38.5% |
| Participation rate | 97.5% | 86.3%+11.2pp | 76.5%+21.0pp | 72.0%+25.5pp |
| Annual return | 7.66% | 35.75%-28.1pp | 29.41%-21.8pp | 34.28%-26.6pp |
| Employer contribution / active EE | $6,417 | $3,603+78.1% | $3,022+112.3% | $3,036+111.3% |
| Participant deferral / active EE | $9,255 | $6,376+45.1% | $5,054+83.1% | $5,090+81.8% |
| Admin fee / account holder | $81 | $122-33.6% | $9,451-99.1% | $269-69.8% |