Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $500,679 |
Service code 37 · EIN 04-2647786 | Loan Processing | $415,681 |
PORTFOLIO EVALUATIONS, INC.2+ years Service code 27 · EIN 22-3189064 | Advisory (Plan) | $62,500 |
INSERO & CO. CPAS, LLP2+ years Service code 10 · EIN 47-5324570 | Accounting | $22,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,024 | $153,507+1.6% | $106,554+46.4% | $101,555+53.6% |
| Participation rate | 25.7% | 86.3%-60.6pp | 76.1%-50.5pp | 74.5%-48.9pp |
| Annual return | -40.27% | 15.11%-55.4pp | 26.80%-67.1pp | 21.00%-61.3pp |
| Employer contribution / active EE | $4,236 | $4,668-9.2% | $2,819+50.3% | $2,972+42.5% |
| Participant deferral / active EE | $8,466 | $7,264+16.5% | $4,398+92.5% | $4,874+73.7% |
| Admin fee / account holder | $210 | $74+185.7% | $7,408-97.2% | $139+50.8% |