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 | $75,006 |
Service code 27 · EIN 91-1802259 | Advisory (Plan) | $74,847 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,985 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,304 | $110,282-27.2% | $102,423-21.6% | $199,921-59.8% |
| Participation rate | 76.9% | 86.3%-9.4pp | 76.5%+0.4pp | 72.0%+4.9pp |
| Annual return | 13.30% | 35.75%-22.5pp | 29.42%-16.1pp | 34.28%-21.0pp |
| Employer contribution / active EE | $2,304 | $3,603-36.1% | $3,023-23.8% | $3,035-24.1% |
| Participant deferral / active EE | $3,534 | $6,376-44.6% | $5,054-30.1% | $5,089-30.5% |
| Admin fee / account holder | $70 | $122-43.1% | $9,455-99.3% | $269-74.1% |