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 | $89,865 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE MORAN Service code 10 · EIN 33-1498605 | Accounting | $18,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,150 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,445 | $122,128-78.3% | $147,117-82.0% | $200,096-86.8% |
| Participation rate | 83.9% | 78.2%+5.8pp | 82.2%+1.7pp | 72.0%+11.9pp |
| Annual return | 22.62% | 30.58%-8.0pp | 420.54%-397.9pp | 34.26%-11.6pp |
| Employer contribution / active EE | $934 | $4,093-77.2% | $4,932-81.1% | $3,038-69.2% |
| Participant deferral / active EE | $3,134 | $8,484-63.1% | $8,065-61.1% | $5,090-38.4% |
| Admin fee / account holder | $50 | $180-72.3% | $12,993-99.6% | $269-81.6% |