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 | $67,070 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $43,684 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,969 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,269 | $106,110-31.9% | $147,005-50.8% | $77,671-7.0% |
| Participation rate | 87.7% | 78.4%+9.3pp | 82.2%+5.5pp | 70.6%+17.1pp |
| Annual return | 18.65% | 56.77%-38.1pp | 418.76%-400.1pp | 31.21%-12.6pp |
| Employer contribution / active EE | $2,268 | $4,065-44.2% | $4,934-54.0% | $2,726-16.8% |
| Participant deferral / active EE | $11,943 | $7,992+49.5% | $8,070+48.0% | $4,648+157.0% |
| Admin fee / account holder | $371 | $338+9.9% | $13,006-97.1% | $430-13.7% |