Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,264 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,537 | $89,282-2.0% | $94,664-7.5% | $74,460+17.6% |
| Participation rate | 69.4% | 82.4%-13.0pp | 80.8%-11.4pp | 70.7%-1.3pp |
| Annual return | 22.68% | 25.96%-3.3pp | 156.84%-134.2pp | 34.38%-11.7pp |
| Employer contribution / active EE | $3,049 | $3,022+0.9% | $3,673-17.0% | $2,638+15.6% |
| Participant deferral / active EE | $7,224 | $8,425-14.3% | $7,417-2.6% | $4,530+59.5% |
| Admin fee / account holder | $37 | $219-83.2% | $7,222-99.5% | $348-89.4% |