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 | $17,619 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,268 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,313 | $89,067+0.3% | $102,423-12.8% | $77,714+14.9% |
| Participation rate | 76.1% | 80.9%-4.8pp | 76.5%-0.4pp | 70.6%+5.6pp |
| Annual return | 16.11% | 25.01%-8.9pp | 29.42%-13.3pp | 31.26%-15.1pp |
| Employer contribution / active EE | $3,357 | $2,699+24.3% | $3,023+11.0% | $2,727+23.1% |
| Participant deferral / active EE | $7,551 | $5,147+46.7% | $5,054+49.4% | $4,649+62.4% |
| Admin fee / account holder | $51 | $236-78.3% | $9,455-99.5% | $433-88.2% |