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 | $40,369 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,819 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,888 | $95,438+34.0% | $135,998-6.0% | $74,478+71.7% |
| Participation rate | 92.8% | 78.2%+14.6pp | 81.9%+10.8pp | 70.7%+22.0pp |
| Annual return | 23.64% | 32.61%-9.0pp | 68.37%-44.7pp | 34.37%-10.7pp |
| Employer contribution / active EE | $11,822 | $3,878+204.8% | $4,860+143.3% | $2,637+348.3% |
| Participant deferral / active EE | $14,214 | $7,790+82.5% | $7,761+83.2% | $4,530+213.8% |
| Admin fee / account holder | $42 | $259-83.8% | $10,769-99.6% | $347-87.9% |