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 64 · EIN 04-2647786 | Recordkeeping Fees | $15,543 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,998 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,371 | $101,499+10.7% | $147,005-23.6% | $74,546+50.7% |
| Participation rate | 95.5% | 75.5%+20.0pp | 82.2%+13.4pp | 67.2%+28.3pp |
| Annual return | 15.53% | 8732.34%-8716.8pp | 418.76%-403.2pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $7,841 | $3,811+105.7% | $4,934+58.9% | $2,624+198.8% |
| Participant deferral / active EE | $7,054 | $7,304-3.4% | $8,070-12.6% | $4,347+62.3% |
| Admin fee / account holder | $117 | $1,748-93.3% | $13,006-99.1% | $1,944-94.0% |