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 |
|---|---|---|
Filed as: FIDELITY Service code 26 · EIN 04-3523567 | Advisory (Participants) | $76,016 |
HARPER DANESH LLC3+ years Service code 11 · EIN 27-3395775 | Actuarial | $27,500 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX Service code 27 · EIN 75-3182674 | Advisory (Plan) | $23,281 |
DAVIS WRIGHT TREMAINE1 year Filed as: DAVIS & GILBERT Service code 29 · EIN 13-1504385 | Legal | $12,537 |
KERA & COMPANY1 year Service code 10 · EIN 13-4069679 | Accounting | $10,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,418-100.0% | $350,496-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 31.4%-31.4pp | 11.3%-11.3pp |
| Annual return | 5.52% | 10.91%-5.4pp | 12.88%-7.4pp | 10.41%-4.9pp |
| Employer contribution / active EE | $0 | $12,279-100.0% | $40,010-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $4,558-100.0% | $7,226-100.0% | $2,646-100.0% |