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 |
|---|---|---|
SB & COMPANY, LLC1 year Service code 10 · EIN 20-2153727 | Accounting | $24,295 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST INSTIT OPER CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $167,954 | $76,172+120.5% | $81,353+106.4% | $199,960-16.0% |
| Participation rate | 96.5% | 76.2%+20.3pp | 69.5%+26.9pp | 72.0%+24.5pp |
| Annual return | 12.75% | 15.59%-2.8pp | 24.82%-12.1pp | 34.28%-21.5pp |
| Employer contribution / active EE | $5,787 | $2,800+106.6% | $2,464+134.9% | $3,036+90.6% |
| Participant deferral / active EE | $6,696 | $4,200+59.4% | $3,885+72.4% | $5,087+31.6% |
| Admin fee / account holder | $9 | $146-93.8% | $5,766-99.8% | $269-96.6% |