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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,285 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,084 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,813 | $71,878+205.8% | $86,698+153.5% | $68,486+221.0% |
| Participation rate | 86.8% | 72.2%+14.5pp | 76.6%+10.2pp | 67.9%+18.9pp |
| Annual return | -15.64% | 3.53%-19.2pp | 35.95%-51.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $6,270 | $2,173+188.5% | $2,837+121.0% | $2,597+141.5% |
| Participant deferral / active EE | $7,698 | $3,779+103.7% | $4,656+65.3% | $4,028+91.1% |
| Admin fee / account holder | $90 | $6,113-98.5% | $7,493-98.8% | $5,404-98.3% |