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 |
|---|---|---|
MMB&CO1 year Service code 10 · EIN 14-1567343 | Accounting | $6,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,875 |
Participant 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.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,536 | $113,568-72.2% | $67,575-53.3% | $199,960-84.2% |
| Participation rate | 84.1% | 73.3%+10.8pp | 72.9%+11.2pp | 72.0%+12.1pp |
| Annual return | 16.12% | 15.88%+0.2pp | 3528.98%-3512.9pp | 34.28%-18.2pp |
| Employer contribution / active EE | $1,696 | $3,409-50.2% | $2,736-38.0% | $3,036-44.1% |
| Participant deferral / active EE | $1,436 | $4,163-65.5% | $4,003-64.1% | $5,087-71.8% |
| Admin fee / account holder | $8 | $102-92.5% | $3,993-99.8% | $269-97.2% |