Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $131,410 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,831 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $13,415 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,969 | $76,172-5.5% | $81,353-11.5% | $199,960-64.0% |
| Participation rate | 91.4% | 76.2%+15.2pp | 69.5%+21.9pp | 72.0%+19.4pp |
| Annual return | 15.12% | 15.59%-0.5pp | 24.82%-9.7pp | 34.28%-19.2pp |
| Employer contribution / active EE | $3,604 | $2,800+28.7% | $2,464+46.3% | $3,036+18.7% |
| Participant deferral / active EE | $5,425 | $4,200+29.2% | $3,885+39.7% | $5,087+6.6% |
| Admin fee / account holder | $126 | $146-13.5% | $5,766-97.8% | $269-53.1% |