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 |
|---|---|---|
Filed as: LWN ADVISORY SERVICES LLC Service code 27 · EIN 47-1045931 | Advisory (Plan) | $19,606 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,570 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,044 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,260 | $24,891+114.0% | $69,623-23.5% | $74,459-28.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 66.4%+33.6pp | 67.2%+32.8pp |
| Annual return | 21.09% | 18.53%+2.6pp | 101.23%-80.1pp | 1369.70%-1348.6pp |
| Employer contribution / active EE | $4,283 | $1,005+326.1% | $1,709+150.6% | $2,626+63.1% |
| Participant deferral / active EE | $6,205 | $1,908+225.2% | $2,890+114.7% | $4,350+42.6% |
| Admin fee / account holder | $192 | $1,904-89.9% | $4,696-95.9% | $1,945-90.1% |