Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,038 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,756 | $99,016-9.4% | $93,759-4.3% | $66,938+34.1% |
| Participation rate | 99.3% | 82.1%+17.2pp | 81.0%+18.3pp | 69.8%+29.5pp |
| Annual return | -14.78% | -14.59%-0.2pp | -11.33%-3.4pp | 1.58%-16.4pp |
| Employer contribution / active EE | $5,798 | $4,769+21.6% | $4,324+34.1% | $2,545+127.8% |
| Participant deferral / active EE | $10,189 | $6,689+52.3% | $6,096+67.2% | $4,238+140.4% |
| Admin fee / account holder | $64 | $477-86.7% | $7,197-99.1% | $594-89.3% |