Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,500 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,374 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,289 | $62,686+13.7% | $178,540-60.1% | $77,736-8.3% |
| Participation rate | 74.1% | 66.9%+7.3pp | 77.1%-3.0pp | 70.6%+3.6pp |
| Annual return | 13.76% | 16.16%-2.4pp | 27.15%-13.4pp | 31.26%-17.5pp |
| Employer contribution / active EE | $2,079 | $1,914+8.6% | $3,953-47.4% | $2,728-23.8% |
| Participant deferral / active EE | $6,733 | $4,224+59.4% | $6,281+7.2% | $4,651+44.8% |
| Admin fee / account holder | $139 | $386-64.0% | $10,424-98.7% | $433-67.9% |