Filed April 14, 2023
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,161 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $37,916 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,806 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,377 | $106,236-41.3% | $112,258-44.4% | $64,814-3.8% |
| Participation rate | 80.4% | 71.7%+8.7pp | 75.1%+5.3pp | 71.5%+8.9pp |
| Annual return | -14.29% | -6.02%-8.3pp | 27.47%-41.8pp | 32.84%-47.1pp |
| Employer contribution / active EE | $2,652 | $3,166-16.2% | $3,636-27.1% | $2,507+5.8% |
| Participant deferral / active EE | $5,583 | $3,785+47.5% | $4,728+18.1% | $4,310+29.5% |
| Admin fee / account holder | $328 | $452-27.4% | $6,411-94.9% | $188+74.5% |