Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,027 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,773 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,361 | $101,499-25.8% | $147,005-48.7% | $74,546+1.1% |
| Participation rate | 80.4% | 75.5%+4.9pp | 82.2%-1.7pp | 67.2%+13.2pp |
| Annual return | 15.34% | 8732.34%-8717.0pp | 418.76%-403.4pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $4,067 | $3,811+6.7% | $4,934-17.6% | $2,624+55.0% |
| Participant deferral / active EE | $12,942 | $7,304+77.2% | $8,070+60.4% | $4,347+197.7% |
| Admin fee / account holder | $33 | $1,748-98.1% | $13,006-99.7% | $1,944-98.3% |