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 INVESTMENTS Service code 19 P.O. BOX 770001 · CINCINNATI, OH 452770051 | Securities Custodian | $20,272 |
USI CONSULTING GROUP1+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $19,946 |
ALESCO ADVISORS1+ years Filed as: ALESCO ADVISORS, INC. Service code 27 · EIN 16-1579300 | Advisory (Plan) | $14,136 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,408 | $46,745-64.9% | $60,547-72.9% | $52,331-68.6% |
| Participation rate | 100.0% | 58.6%+41.4pp | 68.0%+32.0pp | 68.1%+31.9pp |
| Annual return | -3.18% | 0.61%-3.8pp | 335.64%-338.8pp | 4.54%-7.7pp |
| Employer contribution / active EE | $2,903 | $1,259+130.6% | $2,419+20.0% | $1,882+54.3% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $3,328-100.0% | $3,022-100.0% |
| Admin fee / account holder | $239 | $537-55.4% | $4,536-94.7% | $592-59.5% |