Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC9+ years Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $21,481 |
SUMMIT GROUP RETIREMENT PLANNERS9+ years Service code 27 · EIN 46-4198717 600 EAGLEVIEW BOULEVARD · EXTON, PA 19341 | Advisory (Plan) | $16,919 |
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 | $40,121 | $55,470-27.7% | $155,556-74.2% | $74,478-46.1% |
| Participation rate | 72.8% | 61.9%+10.9pp | 78.2%-5.4pp | 67.2%+5.6pp |
| Annual return | 24.38% | 269.80%-245.4pp | 64.84%-40.5pp | 1370.56%-1346.2pp |
| Employer contribution / active EE | $7,921 | $2,267+249.4% | $4,675+69.4% | $2,626+201.6% |
| Participant deferral / active EE | $1,637 | $2,838-42.3% | $5,631-70.9% | $4,350-62.4% |
| Admin fee / account holder | $251 | $1,744-85.6% | $15,885-98.4% | $1,946-87.1% |