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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,785 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,750 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,219 | $51,620+158.1% | $90,300+47.5% | $65,185+104.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 25.54% | 24.94%+0.6pp | 78.11%-52.6pp | 29.38%-3.8pp |
| Employer contribution / active EE | $6,653 | $2,235+197.7% | $2,854+133.1% | $2,177+205.6% |
| Participant deferral / active EE | $8,935 | $2,871+211.3% | $3,884+130.0% | $3,514+154.3% |
| Admin fee / account holder | $59 | $384-84.6% | $5,353-98.9% | $847-93.0% |