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 | $58,757 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,143 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,732 | $89,652-35.6% | $141,191-59.1% | $65,185-11.4% |
| Participation rate | 94.8% | 74.7%+20.1pp | 82.5%+12.4pp | 70.2%+24.6pp |
| Annual return | 27.19% | 32.79%-5.6pp | 71.41%-44.2pp | 29.38%-2.2pp |
| Employer contribution / active EE | $3,843 | $3,065+25.4% | $4,736-18.9% | $2,177+76.5% |
| Participant deferral / active EE | $11,041 | $5,691+94.0% | $6,710+64.5% | $3,514+214.2% |
| Admin fee / account holder | $190 | $569-66.6% | $10,264-98.2% | $847-77.6% |