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.1+ years Filed as: STRATEGIC ADVISERS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,515 |
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $630 |
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 | $179,951 | $63,905+181.6% | $74,184+142.6% | $57,661+212.1% |
| Participation rate | 72.5% | 79.8%-7.2pp | 76.6%-4.1pp | 70.2%+2.3pp |
| Annual return | 7.85% | 60.60%-52.8pp | 17.74%-9.9pp | 5.13%+2.7pp |
| Employer contribution / active EE | $5,891 | $1,840+220.1% | $2,370+148.5% | $1,974+198.5% |
| Participant deferral / active EE | $5,607 | $3,448+62.6% | $3,550+57.9% | $3,061+83.2% |
| Admin fee / account holder | $81 | $91-11.3% | $5,586-98.6% | $95-14.6% |