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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,833 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,670 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,340 | $66,004+24.8% | $81,820+0.6% | $77,714+6.0% |
| Participation rate | 75.8% | 65.8%+10.0pp | 72.4%+3.4pp | 70.6%+5.2pp |
| Annual return | 53.43% | 26.65%+26.8pp | 777.93%-724.5pp | 31.26%+22.2pp |
| Employer contribution / active EE | $2,931 | $2,375+23.4% | $2,915+0.6% | $2,727+7.5% |
| Participant deferral / active EE | $13,138 | $3,508+274.6% | $4,323+203.9% | $4,649+182.6% |
| Admin fee / account holder | $272 | $527-48.3% | $7,391-96.3% | $433-37.2% |