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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,701 |
Service code 37 · EIN 04-2647786 | Loan Processing | $175 |
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 | $52,614 | $48,364+8.8% | $71,796-26.7% | $62,881-16.3% |
| Participation rate | 93.8% | 60.6%+33.1pp | 69.1%+24.6pp | 69.3%+24.4pp |
| Annual return | 6.84% | 13.16%-6.3pp | 78.04%-71.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $472 | $1,042-54.7% | $1,924-75.5% | $2,281-79.3% |
| Participant deferral / active EE | $2,836 | $2,091+35.6% | $2,794+1.5% | $3,203-11.5% |
| Admin fee / account holder | $115 | $3,771-97.0% | $4,815-97.6% | $4,296-97.3% |