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 | $41,344 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,139 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $18,442 |
BONADIO & CO., LLP7 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $13,600 |
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 | $249,743 | $106,264+135.0% | $147,117+69.8% | $77,762+221.2% |
| Participation rate | 97.7% | 78.4%+19.3pp | 82.2%+15.5pp | 70.6%+27.1pp |
| Annual return | 14.31% | 56.94%-42.6pp | 420.54%-406.2pp | 31.27%-17.0pp |
| Employer contribution / active EE | $13,739 | $4,074+237.2% | $4,932+178.5% | $2,728+403.6% |
| Participant deferral / active EE | $5,505 | $8,003-31.2% | $8,065-31.7% | $4,651+18.4% |
| Admin fee / account holder | $127 | $334-61.9% | $12,993-99.0% | $433-70.6% |