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) | $20,411 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,324 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,852 | $65,453+159.5% | $86,698+95.9% | $66,938+153.7% |
| Participation rate | 92.2% | 75.5%+16.8pp | 76.6%+15.7pp | 69.8%+22.4pp |
| Annual return | -16.73% | -10.89%-5.8pp | 35.95%-52.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $3,382 | $2,154+57.0% | $2,837+19.2% | $2,545+32.9% |
| Participant deferral / active EE | $6,786 | $4,102+65.5% | $4,656+45.8% | $4,238+60.1% |
| Admin fee / account holder | $132 | $642-79.4% | $7,493-98.2% | $594-77.7% |