Filed January 4, 2018
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) | $26,692 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,034 |
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 | $90,269 | $75,388+19.7% | $123,553-26.9% | $55,727+62.0% |
| Participation rate | 90.3% | 75.7%+14.6pp | 82.3%+8.0pp | 70.9%+19.4pp |
| Annual return | -3.20% | 4.48%-7.7pp | 119.21%-122.4pp | 244.94%-248.1pp |
| Employer contribution / active EE | $1,668 | $3,063-45.5% | $4,628-64.0% | $2,078-19.7% |
| Participant deferral / active EE | $8,327 | $5,651+47.4% | $6,426+29.6% | $3,356+148.2% |
| Admin fee / account holder | $24 | $120-79.6% | $9,284-99.7% | $115-78.8% |