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) | $1,950 |
Filed as: FIDELITY INVESTMENTS INST OPERATION Service code 37 · EIN 04-2647786 | Loan Processing | $75 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,090 | $185,225-33.5% | $142,898-13.9% | $167,536-26.5% |
| Participation rate | 85.7% | 78.5%+7.2pp | 72.0%+13.8pp | 82.1%+3.6pp |
| Annual return | 15.11% | 8558.12%-8543.0pp | 5639.64%-5624.5pp | 478.82%-463.7pp |
| Employer contribution / active EE | $4,414 | $5,607-21.3% | $4,146+6.5% | $4,839-8.8% |
| Participant deferral / active EE | $12,847 | $4,496+185.8% | $3,838+234.7% | $6,342+102.6% |
| Admin fee / account holder | $13 | $8,032-99.8% | $6,560-99.8% | $12,315-99.9% |