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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,864 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,075 |
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 | $133,288 | $58,093+129.4% | $80,022+66.6% | $56,289+136.8% |
| Participation rate | 99.3% | 73.6%+25.7pp | 75.8%+23.5pp | 69.9%+29.5pp |
| Annual return | -5.18% | 34.63%-39.8pp | 11.22%-16.4pp | -9.96%+4.8pp |
| Employer contribution / active EE | $5,305 | $1,933+174.5% | $2,468+115.0% | $2,111+151.3% |
| Participant deferral / active EE | $8,280 | $3,136+164.0% | $3,686+124.7% | $3,350+147.2% |
| Admin fee / account holder | $56 | $623-90.9% | $6,521-99.1% | $521-89.2% |