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) | $5,766 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,844 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,043 | $79,209+4.8% | $102,434-18.9% | $74,459+11.5% |
| Participation rate | 94.3% | 74.8%+19.5pp | 76.5%+17.8pp | 67.2%+27.1pp |
| Annual return | 13.66% | 54.98%-41.3pp | 29.46%-15.8pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $2,257 | $2,362-4.4% | $3,023-25.3% | $2,626-14.0% |
| Participant deferral / active EE | $6,452 | $4,417+46.1% | $5,055+27.6% | $4,350+48.3% |
| Admin fee / account holder | $34 | $2,002-98.3% | $9,462-99.6% | $1,945-98.3% |