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 45-5608425 | Advisory (Plan) | $20,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,421 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,418 | $89,093-55.8% | $102,434-61.5% | $77,736-49.3% |
| Participation rate | 89.3% | 80.9%+8.4pp | 76.5%+12.8pp | 70.6%+18.7pp |
| Annual return | 8.84% | 25.03%-16.2pp | 29.46%-20.6pp | 31.26%-22.4pp |
| Employer contribution / active EE | $1,433 | $2,699-46.9% | $3,023-52.6% | $2,728-47.5% |
| Participant deferral / active EE | $2,292 | $5,147-55.5% | $5,055-54.7% | $4,651-50.7% |
| Admin fee / account holder | $46 | $236-80.6% | $9,462-99.5% | $433-89.5% |