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 |
|---|---|---|
Filed as: HUB INTERNATIONAL, MID-ATLANTIC Service code 51 · EIN 47-1411118 | Investment Mgmt Fees | $50,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,650 |
TIAA7 years Service code 37 · EIN 13-1624203 | Loan Processing | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,764 | $101,672+37.5% | $147,117-5.0% | $74,478+87.7% |
| Participation rate | 49.8% | 75.5%-25.8pp | 82.2%-32.4pp | 67.2%-17.4pp |
| Annual return | 16.17% | 8757.83%-8741.7pp | 420.54%-404.4pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $7,736 | $3,813+102.9% | $4,932+56.8% | $2,626+194.6% |
| Participant deferral / active EE | $9,984 | $7,305+36.7% | $8,065+23.8% | $4,350+129.5% |
| Admin fee / account holder | $113 | $1,753-93.6% | $12,993-99.1% | $1,946-94.2% |