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 | $35,307 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $20,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,372 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,148 | $101,653+50.7% | $147,080+4.1% | $74,459+105.7% |
| Participation rate | 95.5% | 75.6%+19.9pp | 82.2%+13.3pp | 67.2%+28.2pp |
| Annual return | 18.59% | 8754.98%-8736.4pp | 420.17%-401.6pp | 1369.70%-1351.1pp |
| Employer contribution / active EE | $5,022 | $3,813+31.7% | $4,933+1.8% | $2,626+91.2% |
| Participant deferral / active EE | $12,499 | $7,304+71.1% | $8,066+55.0% | $4,350+187.4% |
| Admin fee / account holder | $248 | $1,752-85.8% | $12,989-98.1% | $1,945-87.2% |