Filed March 2, 2022
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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,670 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$78,550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,987 | $66,009+136.3% | $81,780+90.7% | $77,692+100.8% |
| Participation rate | 99.5% | 65.8%+33.7pp | 72.4%+27.2pp | 70.6%+29.0pp |
| Annual return | 16.11% | 26.66%-10.6pp | 776.27%-760.2pp | 31.25%-15.1pp |
| Employer contribution / active EE | $7,940 | $2,374+234.5% | $2,914+172.5% | $2,726+191.3% |
| Participant deferral / active EE | $11,783 | $3,510+235.7% | $4,321+172.7% | $4,648+153.5% |
| Admin fee / account holder | -$97 | $527-118.4% | $7,384-101.3% | $431-122.6% |