Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-3764090 | Advisory (Plan) | $25,638 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,348 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,651 |
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 | $220,148 | $81,494+170.1% | $133,978+64.3% | $73,497+199.5% |
| Participation rate | 97.5% | 76.4%+21.1pp | 79.8%+17.6pp | 70.7%+26.8pp |
| Annual return | 21.26% | 19.40%+1.9pp | 45.10%-23.8pp | 28.51%-7.3pp |
| Employer contribution / active EE | $3,695 | $2,210+67.2% | $3,919-5.7% | $2,270+62.8% |
| Participant deferral / active EE | $10,365 | $3,787+173.7% | $5,047+105.4% | $3,740+177.2% |
| Admin fee / account holder | $138 | $713-80.7% | $8,930-98.5% | $513-73.2% |