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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,895 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$94,611 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,632 | $89,438+144.5% | $164,928+32.6% | $77,692+181.4% |
| Participation rate | 92.9% | 78.6%+14.3pp | 78.6%+14.3pp | 70.6%+22.4pp |
| Annual return | 19.37% | 28.82%-9.5pp | 70.08%-50.7pp | 31.25%-11.9pp |
| Employer contribution / active EE | $837 | $2,567-67.4% | $4,343-80.7% | $2,726-69.3% |
| Participant deferral / active EE | $6,378 | $4,901+30.1% | $6,034+5.7% | $4,648+37.2% |
| Admin fee / account holder | -$104 | $340-130.5% | $12,684-100.8% | $431-124.1% |