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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $221,672 |
ROCKEFELLER FINANCIAL LLC6 years Service code 16 · EIN 82-3226180 | Consulting | $194,172 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,959 |
THE BENEFIT PRACTICE8 years Service code 16 · EIN 13-4144565 | Consulting | $27,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $64,497 | $103,975-38.0% | $93,063-30.7% | $103,975-38.0% |
| Participation rate | 74.2% | 72.5%+1.7pp | 72.1%+2.1pp | 72.5%+1.7pp |
| Annual return | 16.44% | 19.41%-3.0pp | 34.15%-17.7pp | 19.41%-3.0pp |
| Employer contribution / active EE | $427 | $3,722-88.5% | $2,476-82.7% | $3,722-88.5% |
| Participant deferral / active EE | $4,326 | $5,343-19.0% | $3,958+9.3% | $5,343-19.0% |
| Admin fee / account holder | $83 | $332-75.1% | $6,033-98.6% | $332-75.1% |