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 WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $44,183 |
ARKADIOSW1 year Service code 26 · EIN 82-1659517 | Advisory (Participants) | $39,114 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC Service code 27 · EIN 35-1151034 | Advisory (Plan) | $22,179 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,834 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,341 | $89,093+4.8% | $102,434-8.9% | $77,736+20.1% |
| Participation rate | 96.1% | 80.9%+15.2pp | 76.5%+19.6pp | 70.6%+25.5pp |
| Annual return | 15.17% | 25.03%-9.9pp | 29.46%-14.3pp | 31.26%-16.1pp |
| Employer contribution / active EE | $2,593 | $2,699-3.9% | $3,023-14.2% | $2,728-4.9% |
| Participant deferral / active EE | $9,483 | $5,147+84.3% | $5,055+87.6% | $4,651+103.9% |
| Admin fee / account holder | $235 | $236-0.5% | $9,462-97.5% | $433-45.9% |