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 | $14,063 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,967 |
Employer contribution per participant 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 | $92,782 | $107,741-13.9% | $96,576-3.9% | $79,634+16.5% |
| Participation rate | 84.5% | 79.1%+5.4pp | 81.4%+3.0pp | 62.5%+22.0pp |
| Annual return | 23.56% | 19.24%+4.3pp | 38.47%-14.9pp | 36.46%-12.9pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $3,553-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $20,281 | $7,899+156.8% | $7,956+154.9% | $3,835+428.9% |
| Admin fee / account holder | $43 | $1,150-96.3% | $11,381-99.6% | $1,002-95.7% |