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 | $42,378 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,456 |
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 | $126,727 | $66,459+90.7% | $81,286+55.9% | $77,714+63.1% |
| Participation rate | 62.9% | 68.7%-5.8pp | 69.5%-6.6pp | 70.6%-7.7pp |
| Annual return | 17.11% | 15.95%+1.2pp | 24.80%-7.7pp | 31.26%-14.1pp |
| Employer contribution / active EE | $1,642 | $2,156-23.9% | $2,463-33.3% | $2,727-39.8% |
| Participant deferral / active EE | $5,982 | $3,674+62.8% | $3,883+54.1% | $4,649+28.7% |
| Admin fee / account holder | $180 | $585-69.2% | $5,764-96.9% | $433-58.4% |