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 | $50,351 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,559 |
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 | $146,069 | $106,164+37.6% | $147,041-0.7% | $77,692+88.0% |
| Participation rate | 98.4% | 78.4%+20.0pp | 82.2%+16.2pp | 70.6%+27.8pp |
| Annual return | 18.16% | 56.81%-38.7pp | 419.21%-401.1pp | 31.25%-13.1pp |
| Employer contribution / active EE | $12,496 | $4,066+207.3% | $4,935+153.2% | $2,726+358.4% |
| Participant deferral / active EE | $15,524 | $7,993+94.2% | $8,071+92.3% | $4,648+234.0% |
| Admin fee / account holder | $50 | $338-85.2% | $13,006-99.6% | $431-88.4% |