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 27 · EIN 47-1411118 | Advisory (Plan) | $30,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,186 |
SETAWAY LLC7 years Service code 16 · EIN 45-5055797 | Consulting | $9,520 |
MCSOLEY MCCOY & CO2 years Filed as: MCSOLEY MCCOY & CO. Service code 10 · EIN 03-0327374 | Accounting | $8,800 |
STRATEGIC ADVISORS, INC.7 years Filed as: STRATEGIC ADVISORS IN Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,196 |
Filed as: FIDELITY INVESTMENTS INSTITUTION Service code 60 | Sub-TA Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,029 | $55,437+331.2% | $155,534+53.7% | $74,459+221.0% |
| Participation rate | 97.2% | 61.9%+35.3pp | 78.2%+19.0pp | 67.2%+30.0pp |
| Annual return | 16.48% | 269.58%-253.1pp | 64.92%-48.4pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $8,303 | $2,266+266.4% | $4,675+77.6% | $2,626+216.2% |
| Participant deferral / active EE | $7,081 | $2,837+149.6% | $5,630+25.8% | $4,350+62.8% |
| Admin fee / account holder | $358 | $1,742-79.4% | $15,900-97.7% | $1,945-81.6% |