Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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) | $32,770 |
XX1 year Service code 16 · EIN 13-5565207 | Consulting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,132 |
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 | $64,248 | $60,545+6.1% | $92,240-30.3% | $69,631-7.7% |
| Participation rate | 86.4% | 72.2%+14.3pp | 76.5%+9.9pp | 70.7%+15.7pp |
| Annual return | 19.22% | 19.71%-0.5pp | 176.29%-157.1pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $2,262 | $2,633-14.1% | $3,680-38.5% | $2,032+11.3% |
| Participant deferral / active EE | $5,690 | $2,828+101.2% | $3,897+46.0% | $3,224+76.5% |
| Admin fee / account holder | $74 | $145-48.5% | $5,194-98.6% | $110-32.5% |