Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,663 |
Filed as: FIDELITY INV. IN. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$46,044 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,947 | $52,188+68.5% | $86,640+1.5% | $74,460+18.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 27.23% | 44.46%-17.2pp | 592.52%-565.3pp | 34.38%-7.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,024-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $9,804 | $3,383+189.8% | $4,438+120.9% | $4,530+116.4% |
| Admin fee / account holder | -$58 | $319-118.3% | $5,616-101.0% | $348-116.7% |