Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,568 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,359 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,729 | $54,193-2.7% | $93,669-43.7% | $77,714-32.1% |
| Participation rate | 85.5% | 63.9%+21.6pp | 68.7%+16.8pp | 70.6%+15.0pp |
| Annual return | 13.70% | 30.54%-16.8pp | 133.59%-119.9pp | 31.26%-17.6pp |
| Employer contribution / active EE | $1,241 | $1,168+6.2% | $2,424-48.8% | $2,727-54.5% |
| Participant deferral / active EE | $4,341 | $3,144+38.1% | $4,416-1.7% | $4,649-6.6% |
| Admin fee / account holder | $126 | $576-78.1% | $8,291-98.5% | $433-70.9% |