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 | $65,675 |
STRATEGIC WEALTH PARTNERS3 years Filed as: STRATEGIC WEALTH PARTNERS GROUP Service code 27 · EIN 47-2046833 | Advisory (Plan) | $42,581 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,785 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD PC Service code 10 · EIN 58-1250486 | Accounting | $11,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,188 | $45,109+24.6% | $85,240-34.1% | $77,762-27.7% |
| Participation rate | 91.0% | 48.7%+42.3pp | 67.5%+23.5pp | 70.6%+20.4pp |
| Annual return | 15.80% | 79.55%-63.8pp | 66.75%-51.0pp | 31.27%-15.5pp |
| Employer contribution / active EE | $1,005 | $1,602-37.3% | $2,735-63.3% | $2,728-63.2% |
| Participant deferral / active EE | $5,432 | $2,814+93.0% | $4,527+20.0% | $4,651+16.8% |
| Admin fee / account holder | $126 | $915-86.2% | $6,165-98.0% | $433-70.8% |