Filed May 15, 2020
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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,428 |
USI CONSULTING GROUP4 years Service code 49 · EIN 06-1053228 | Other Services | $8,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,017 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,690 | $89,067+10.8% | $102,423-3.6% | $77,714+27.0% |
| Participation rate | 81.5% | 80.9%+0.6pp | 76.5%+5.0pp | 70.6%+10.9pp |
| Annual return | 3.74% | 25.01%-21.3pp | 29.42%-25.7pp | 31.26%-27.5pp |
| Employer contribution / active EE | $4,975 | $2,699+84.3% | $3,023+64.6% | $2,727+82.5% |
| Participant deferral / active EE | $8,779 | $5,147+70.6% | $5,054+73.7% | $4,649+88.8% |
| Admin fee / account holder | $42 | $236-82.1% | $9,455-99.6% | $433-90.3% |