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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,914 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,794 |
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 | $98,294 | $65,376+50.4% | $87,102+12.8% | $65,185+50.8% |
| Participation rate | 94.3% | 75.3%+18.9pp | 76.9%+17.4pp | 70.2%+24.1pp |
| Annual return | 22.99% | 31.27%-8.3pp | 28.19%-5.2pp | 29.38%-6.4pp |
| Employer contribution / active EE | $2,248 | $1,822+23.4% | $2,521-10.8% | $2,177+3.3% |
| Participant deferral / active EE | $4,208 | $3,388+24.2% | $4,048+3.9% | $3,514+19.7% |
| Admin fee / account holder | $40 | $520-92.4% | $7,491-99.5% | $847-95.3% |