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 | $74,882 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 16 · EIN 06-1397347 | Consulting | $32,433 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,201 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK, LLP Service code 10 · EIN 33-4144829 | Accounting | $18,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,330 | $89,435+42.4% | $164,975-22.8% | $77,714+63.8% |
| Participation rate | 96.2% | 78.6%+17.6pp | 78.6%+17.6pp | 70.6%+25.6pp |
| Annual return | 20.41% | 28.82%-8.4pp | 70.12%-49.7pp | 31.26%-10.8pp |
| Employer contribution / active EE | $2,265 | $2,563-11.6% | $4,343-47.8% | $2,727-16.9% |
| Participant deferral / active EE | $8,238 | $4,901+68.1% | $6,033+36.5% | $4,649+77.2% |
| Admin fee / account holder | $145 | $340-57.2% | $12,688-98.9% | $433-66.4% |