Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $136,637 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,219 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,893 | $53,204-36.3% | $155,556-78.2% | $200,096-83.1% |
| Participation rate | 93.1% | 64.1%+29.0pp | 78.2%+14.9pp | 72.0%+21.1pp |
| Annual return | 71.15% | 41.02%+30.1pp | 64.84%+6.3pp | 34.26%+36.9pp |
| Employer contribution / active EE | $1,603 | $1,850-13.3% | $4,675-65.7% | $3,038-47.2% |
| Participant deferral / active EE | $3,982 | $3,163+25.9% | $5,631-29.3% | $5,090-21.8% |
| Admin fee / account holder | $102 | $186-45.1% | $15,885-99.4% | $269-62.2% |