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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,212 |
MOSS ADAMS LLP7 years Service code 10 · EIN 91-0189318 | Accounting | $47,061 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $8,160 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$40,540 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $376,611 | $122,128+208.4% | $147,117+156.0% | $200,096+88.2% |
| Participation rate | 92.8% | 78.2%+14.7pp | 82.2%+10.6pp | 72.0%+20.8pp |
| Annual return | 18.97% | 30.58%-11.6pp | 420.54%-401.6pp | 34.26%-15.3pp |
| Employer contribution / active EE | $10,115 | $4,093+147.2% | $4,932+105.1% | $3,038+233.0% |
| Participant deferral / active EE | $18,083 | $8,484+113.1% | $8,065+124.2% | $5,090+255.3% |
| Admin fee / account holder | $42 | $180-76.7% | $12,993-99.7% | $269-84.5% |