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 |
|---|---|---|
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | $63,652 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,863 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,390 | $37,213+118.7% | $156,551-48.0% | $63,975+27.2% |
| Participation rate | 45.1% | 65.0%-19.9pp | 84.0%-38.9pp | 71.1%-26.1pp |
| Annual return | 7.81% | 47.89%-40.1pp | 32.23%-24.4pp | 48.65%-40.8pp |
| Employer contribution / active EE | $1,228 | $1,357-9.5% | $5,501-77.7% | $2,182-43.7% |
| Participant deferral / active EE | $1,293 | $2,070-37.6% | $4,871-73.5% | $3,356-61.5% |
| Admin fee / account holder | $82 | $56+45.8% | $13,028-99.4% | $70+16.6% |