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 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,215 |
Service code 37 · EIN 04-2647786 | Loan Processing | $425 |
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 | $120,170 | $105,200+14.2% | $159,474-24.6% | $85,847+40.0% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.8%-5.1pp | 69.3%+8.5pp |
| Annual return | 18.32% | 45.08%-26.8pp | 263.68%-245.4pp | 318.61%-300.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,591 | $5,946+44.5% | $7,353+16.8% | $3,952+117.4% |
| Admin fee / account holder | $12 | $6,934-99.8% | $10,802-99.9% | $6,261-99.8% |