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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,469 |
Filed as: INSTITUTIONAL INVESTMENT CONSULTIN Service code 27 · EIN 81-0635433 | Advisory (Plan) | $13,871 |
GRF CPAS & ADVISORS1 year Service code 10 · EIN 52-1392008 | Accounting | $8,320 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,791 | $101,591-22.4% | $147,096-46.4% | $74,429+5.9% |
| Participation rate | 98.2% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+31.0pp |
| Annual return | 19.64% | 8746.45%-8726.8pp | 419.75%-400.1pp | 1368.38%-1348.7pp |
| Employer contribution / active EE | $2,418 | $3,813-36.6% | $4,936-51.0% | $2,625-7.9% |
| Participant deferral / active EE | $10,799 | $7,302+47.9% | $8,071+33.8% | $4,348+148.4% |
| Admin fee / account holder | $172 | $1,750-90.2% | $13,005-98.7% | $1,944-91.2% |