Filed January 4, 2018
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,191 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,551 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,211 | $47,163+108.2% | $149,696-34.4% | $74,460+31.9% |
| Participation rate | 87.3% | 63.4%+23.9pp | 78.8%+8.5pp | 70.7%+16.6pp |
| Annual return | 23.94% | 22.75%+1.2pp | 134.46%-110.5pp | 34.38%-10.4pp |
| Employer contribution / active EE | $2,919 | $1,907+53.1% | $4,821-39.5% | $2,638+10.6% |
| Participant deferral / active EE | $4,161 | $2,730+52.4% | $5,682-26.8% | $4,530-8.1% |
| Admin fee / account holder | $52 | $343-84.8% | $13,212-99.6% | $348-85.0% |