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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,375 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$30,512 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,681 | $106,110-16.4% | $147,005-39.7% | $77,671+14.2% |
| Participation rate | 95.1% | 78.4%+16.7pp | 82.2%+12.9pp | 70.6%+24.5pp |
| Annual return | 20.57% | 56.77%-36.2pp | 418.76%-398.2pp | 31.21%-10.6pp |
| Employer contribution / active EE | $1,746 | $4,065-57.0% | $4,934-64.6% | $2,726-36.0% |
| Participant deferral / active EE | $11,742 | $7,992+46.9% | $8,070+45.5% | $4,648+152.6% |
| Admin fee / account holder | -$18 | $338-105.3% | $13,006-100.1% | $430-104.2% |