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 35-2552359 | Advisory (Plan) | $42,823 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,734 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,018 |
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 | $171,136 | $79,184+116.1% | $102,438+67.1% | $74,546+129.6% |
| Participation rate | 91.1% | 74.8%+16.3pp | 76.5%+14.6pp | 67.2%+23.9pp |
| Annual return | 22.39% | 54.95%-32.6pp | 29.37%-7.0pp | 1366.03%-1343.6pp |
| Employer contribution / active EE | $3,604 | $2,362+52.6% | $3,024+19.2% | $2,624+37.3% |
| Participant deferral / active EE | $11,974 | $4,414+171.2% | $5,054+136.9% | $4,347+175.4% |
| Admin fee / account holder | $340 | $2,001-83.0% | $9,448-96.4% | $1,944-82.5% |