Filed December 7, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,592 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,009 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,093 | $115,744+4.6% | $100,415+20.6% | $200,096-39.5% |
| Participation rate | 96.1% | 85.7%+10.5pp | 81.5%+14.6pp | 72.0%+24.1pp |
| Annual return | 17.79% | 17.79%0pp | 49.47%-31.7pp | 34.26%-16.5pp |
| Employer contribution / active EE | $4,575 | $3,657+25.1% | $3,943+16.0% | $3,038+50.6% |
| Participant deferral / active EE | $15,105 | $9,844+53.4% | $8,091+86.7% | $5,090+196.8% |
| Admin fee / account holder | $19 | $93-79.1% | $7,906-99.8% | $269-92.8% |