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) | $17,296 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,675 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,823 | $84,482+205.2% | $125,363+105.7% | $66,930+285.2% |
| Participation rate | 98.2% | 76.4%+21.8pp | 82.4%+15.8pp | 69.8%+28.4pp |
| Annual return | -20.47% | -8.49%-12.0pp | 572.15%-592.6pp | 1.57%-22.0pp |
| Employer contribution / active EE | $6,548 | $3,553+84.3% | $4,815+36.0% | $2,545+157.3% |
| Participant deferral / active EE | $9,629 | $6,782+42.0% | $7,447+29.3% | $4,238+127.2% |
| Admin fee / account holder | $114 | $685-83.3% | $10,005-98.9% | $593-80.7% |