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) | $15,361 |
Service code 37 · EIN 04-2647786 | Loan Processing | $750 |
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 | $325,568 | $136,307+138.8% | $177,848+83.1% | $73,497+343.0% |
| Participation rate | 95.9% | 86.1%+9.8pp | 87.7%+8.2pp | 70.7%+25.2pp |
| Annual return | 18.40% | 18.68%-0.3pp | 48.33%-29.9pp | 28.51%-10.1pp |
| Employer contribution / active EE | $6,315 | $3,712+70.1% | $5,919+6.7% | $2,270+178.2% |
| Participant deferral / active EE | $16,013 | $5,829+174.7% | $7,714+107.6% | $3,740+328.2% |
| Admin fee / account holder | $68 | $596-88.6% | $12,431-99.5% | $513-86.8% |