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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,400 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,504 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,270 | $56,640-4.2% | $80,977-33.0% | $57,658-5.9% |
| Participation rate | 78.1% | 75.9%+2.2pp | 75.8%+2.2pp | 70.2%+7.8pp |
| Annual return | 5.58% | 19.97%-14.4pp | 17.11%-11.5pp | 5.13%+0.4pp |
| Employer contribution / active EE | $1,806 | $2,085-13.4% | $3,715-51.4% | $1,974-8.5% |
| Participant deferral / active EE | $3,215 | $4,944-35.0% | $5,696-43.6% | $3,061+5.1% |
| Admin fee / account holder | $24 | $87-72.1% | $5,517-99.6% | $95-74.3% |