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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,137 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,708 | $99,168-32.7% | $96,534-30.9% | $74,460-10.4% |
| Participation rate | 64.6% | 80.7%-16.1pp | 76.0%-11.4pp | 70.7%-6.2pp |
| Annual return | 31.30% | 22.40%+8.9pp | 25.88%+5.4pp | 34.38%-3.1pp |
| Employer contribution / active EE | $2,698 | $2,570+5.0% | $2,965-9.0% | $2,638+2.3% |
| Participant deferral / active EE | $6,028 | $4,936+22.1% | $4,851+24.3% | $4,530+33.1% |
| Admin fee / account holder | $40 | $225-82.3% | $8,253-99.5% | $348-88.6% |