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 |
|---|---|---|
HOBERMAN & LESSER, LLP9 years Service code 99 · EIN 47-1492235 | Other Fees | $9,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $116,638 | $88,137+32.3% | $164,975-29.3% | $74,429+56.7% |
| Participation rate | 52.9% | 73.1%-20.2pp | 78.6%-25.7pp | 67.2%-14.3pp |
| Annual return | 13.39% | 17.13%-3.7pp | 70.12%-56.7pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $416 | $2,597-84.0% | $4,343-90.4% | $2,625-84.1% |
| Participant deferral / active EE | $3,298 | $4,501-26.7% | $6,033-45.3% | $4,348-24.2% |
| Admin fee / account holder | $95 | $2,231-95.8% | $12,688-99.3% | $1,944-95.1% |