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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,685 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,956 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,978 | $91,372+57.6% | $130,045+10.7% | $74,460+93.4% |
| Participation rate | 89.4% | 77.8%+11.6pp | 78.5%+10.9pp | 70.7%+18.6pp |
| Annual return | 19.02% | 23.21%-4.2pp | -137.30%+156.3pp | 34.38%-15.4pp |
| Employer contribution / active EE | $4,113 | $2,563+60.4% | $4,321-4.8% | $2,638+55.9% |
| Participant deferral / active EE | $6,206 | $4,721+31.5% | $5,820+6.6% | $4,530+37.0% |
| Admin fee / account holder | $67 | $283-76.4% | $10,600-99.4% | $348-80.8% |