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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,795 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$467 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $135,212 | $71,802+88.3% | $133,975+0.9% | $57,661+134.5% |
| Participation rate | 96.3% | 85.5%+10.8pp | 87.1%+9.2pp | 70.2%+26.1pp |
| Annual return | 10.16% | 13.51%-3.3pp | 29.29%-19.1pp | 5.13%+5.0pp |
| Employer contribution / active EE | $10,794 | $3,161+241.4% | $5,211+107.1% | $1,974+446.9% |
| Participant deferral / active EE | $11,281 | $4,606+144.9% | $6,282+79.6% | $3,061+268.6% |
| Admin fee / account holder | $6 | $88-93.2% | $9,324-99.9% | $95-93.7% |