Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,839 |
MERCER1 year Service code 16 · EIN 36-2668272 | Consulting | $63,625 |
FARBER HASS HURLEY LLP5+ years Service code 10 · EIN 20-4207759 | Accounting | $21,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$102,596 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,994 | $90,064+24.3% | $100,415+11.5% | $77,762+44.0% |
| Participation rate | 67.7% | 81.3%-13.6pp | 81.5%-13.8pp | 70.6%-2.9pp |
| Annual return | 14.88% | 20.61%-5.7pp | 49.47%-34.6pp | 31.27%-16.4pp |
| Employer contribution / active EE | $2,621 | $3,043-13.9% | $3,943-33.5% | $2,728-3.9% |
| Participant deferral / active EE | $6,801 | $8,282-17.9% | $8,091-15.9% | $4,651+46.2% |
| Admin fee / account holder | $26 | $172-85.2% | $7,906-99.7% | $433-94.1% |