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 37 · EIN 04-2647786 | Loan Processing | $158,711 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $89,975 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,012 |
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 | $73,283 | $56,540+29.6% | $185,851-60.6% | $86,821-15.6% |
| Participation rate | 96.3% | 65.5%+30.8pp | 81.7%+14.6pp | 72.3%+24.0pp |
| Annual return | 12.85% | 118.20%-105.3pp | 122.11%-109.3pp | 97.94%-85.1pp |
| Employer contribution / active EE | $4,972 | $1,844+169.6% | $5,168-3.8% | $2,406+106.7% |
| Participant deferral / active EE | $4,745 | $2,555+85.7% | $5,569-14.8% | $4,132+14.8% |
| Admin fee / account holder | $226 | $150+51.1% | $16,245-98.6% | $170+33.3% |