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) | $8,725 |
ANDREWS HOOPER PAVLIK PLC3 years Service code 10 · EIN 38-3133790 | Accounting | $8,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,031 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,940 | $86,692+120.3% | $119,634+59.6% | $66,949+185.2% |
| Participation rate | 98.4% | 75.6%+22.8pp | 79.3%+19.1pp | 69.8%+28.6pp |
| Annual return | -21.21% | -8.00%-13.2pp | -14.98%-6.2pp | 1.57%-22.8pp |
| Employer contribution / active EE | $2,496 | $2,536-1.6% | $4,232-41.0% | $2,545-2.0% |
| Participant deferral / active EE | $7,462 | $4,360+71.1% | $5,601+33.2% | $4,239+76.0% |
| Admin fee / account holder | $118 | $755-84.4% | $10,329-98.9% | $594-80.1% |