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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,452 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$91,689 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,236 | $78,015+58.0% | $178,505-31.0% | $80,959+52.2% |
| Participation rate | 81.1% | 65.7%+15.4pp | 77.1%+4.0pp | 67.7%+13.4pp |
| Annual return | 9.69% | 18.10%-8.4pp | 27.16%-17.5pp | 35.67%-26.0pp |
| Employer contribution / active EE | $12,694 | $2,281+456.4% | $3,955+221.0% | $2,757+360.4% |
| Participant deferral / active EE | $20,674 | $4,406+369.2% | $6,280+229.2% | $4,300+380.8% |
| Admin fee / account holder | $159 | $7,160-97.8% | $10,428-98.5% | $6,925-97.7% |