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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,499 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,642 |
Form 5500 reported that benefits due were not provided when due.
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 | $51,585 | $41,256+25.0% | $86,582-40.4% | $77,958-33.8% |
| Participation rate | 88.8% | 63.0%+25.8pp | 73.5%+15.3pp | 71.6%+17.2pp |
| Annual return | 17.56% | 17.67%-0.1pp | 965.08%-947.5pp | 20.87%-3.3pp |
| Employer contribution / active EE | $1,277 | $1,613-20.8% | $2,839-55.0% | $2,310-44.7% |
| Participant deferral / active EE | $3,366 | $2,332+44.3% | $3,609-6.7% | $3,537-4.8% |
| Admin fee / account holder | $33 | $71-53.2% | $4,904-99.3% | $97-66.0% |