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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,703 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $24,195 |
MARTIN FLEISHER, JD1 year Filed as: MARTIN FLEISHER Service code 29 · EIN 20-0357886 | Legal | $4,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $629,901 | $145,174+333.9% | $182,262+245.6% | $69,255+809.5% |
| Participation rate | 95.6% | 77.3%+18.3pp | 84.2%+11.4pp | 69.0%+26.6pp |
| Annual return | 6.66% | 24.21%-17.6pp | 140.60%-133.9pp | 26.73%-20.1pp |
| Employer contribution / active EE | $11,037 | $4,864+126.9% | $5,046+118.7% | $2,645+317.2% |
| Participant deferral / active EE | $19,890 | $7,703+158.2% | $8,276+140.3% | $2,890+588.1% |
| Admin fee / account holder | $81 | $791-89.8% | $16,712-99.5% | $733-89.0% |