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 | $108,467 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $100,000 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,114 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,760 | $122,219+119.1% | $147,096+82.0% | $199,921+33.9% |
| Participation rate | 96.2% | 78.3%+17.9pp | 82.2%+14.0pp | 72.0%+24.2pp |
| Annual return | 21.24% | 30.59%-9.4pp | 419.75%-398.5pp | 34.28%-13.0pp |
| Employer contribution / active EE | $4,219 | $4,096+3.0% | $4,936-14.5% | $3,035+39.0% |
| Participant deferral / active EE | $12,349 | $8,503+45.2% | $8,071+53.0% | $5,089+142.7% |
| Admin fee / account holder | $152 | $179-15.4% | $13,005-98.8% | $269-43.7% |