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 Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,177 |
BKD, LLP3 years Filed as: BKD. LLP Service code 10 · EIN 44-0160260 | Accounting | $14,000 |
OCTOBER THREE CONSULTING LLC2 years Filed as: OCTOBER THREE CONSULTING Service code 17 · EIN 27-1175487 | Pension Consulting | $13,168 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,626 | $75,388+229.8% | $123,553+101.2% | $55,727+346.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -4.92% | 4.48%-9.4pp | 119.21%-124.1pp | 244.94%-249.9pp |
| Employer contribution / active EE | $13,013 | $3,063+324.8% | $4,628+181.2% | $2,078+526.1% |
| Participant deferral / active EE | $12,208 | $5,651+116.0% | $6,426+90.0% | $3,356+263.8% |
| Admin fee / account holder | $130 | $120+8.9% | $9,284-98.6% | $115+13.2% |