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 |
|---|---|---|
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,936 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $80,195 |
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 | $182,187 | $106,212+71.5% | $98,090+85.7% | $71,012+156.6% |
| Participation rate | 98.2% | 76.8%+21.4pp | 81.5%+16.7pp | 58.6%+39.7pp |
| Annual return | 20.10% | 19.33%+0.8pp | 37.05%-16.9pp | 37.67%-17.6pp |
| Employer contribution / active EE | $6,520 | $3,373+93.3% | $3,606+80.8% | $2,348+177.7% |
| Participant deferral / active EE | $21,691 | $8,077+168.6% | $7,845+176.5% | $3,246+568.2% |
| Admin fee / account holder | $84 | $357-76.5% | $11,815-99.3% | $1,167-92.8% |