Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,008 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,007 |
Form 5500 reported that benefits due were not provided when due.
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 | $55,623 | $79,519-30.0% | $95,956-42.0% | $73,412-24.2% |
| Participation rate | 89.9% | 81.2%+8.7pp | 77.1%+12.8pp | 72.2%+17.7pp |
| Annual return | 12.30% | 19.20%-6.9pp | 91.63%-79.3pp | 59.30%-47.0pp |
| Employer contribution / active EE | $820 | $2,048-60.0% | $2,541-67.7% | $2,234-63.3% |
| Participant deferral / active EE | $3,120 | $4,138-24.6% | $4,167-25.1% | $3,806-18.0% |
| Admin fee / account holder | $27 | $184-85.1% | $6,797-99.6% | $158-82.6% |