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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,665 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,738 |
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 | $58,229 | $56,443+3.2% | $83,830-30.5% | $55,725+4.5% |
| Participation rate | 88.4% | 72.0%+16.3pp | 76.1%+12.2pp | 70.9%+17.5pp |
| Annual return | -5.01% | 393.67%-398.7pp | 850.97%-856.0pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,689 | $2,682-37.0% | $3,631-53.5% | $2,078-18.7% |
| Participant deferral / active EE | $5,788 | $2,965+95.2% | $4,082+41.8% | $3,356+72.5% |
| Admin fee / account holder | $53 | $156-65.9% | $5,479-99.0% | $115-53.8% |