Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,575 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,465 |
EVERHART ADVISORS3 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 · EIN 31-1440043 | Advisory (Plan) | $5,692 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,622 | $92,076-58.1% | $105,607-63.4% | $77,736-50.3% |
| Participation rate | 94.1% | 81.0%+13.0pp | 75.3%+18.8pp | 70.6%+23.5pp |
| Annual return | 18.62% | 17.84%+0.8pp | 116.11%-97.5pp | 31.26%-12.6pp |
| Employer contribution / active EE | $1,935 | $3,370-42.6% | $3,167-38.9% | $2,728-29.1% |
| Participant deferral / active EE | $3,741 | $5,390-30.6% | $5,011-25.4% | $4,651-19.6% |
| Admin fee / account holder | $148 | $219-32.2% | $10,958-98.6% | $433-65.7% |