Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $94,566 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $46,297 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $24,239 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,468 | $106,247-66.6% | $147,096-75.9% | $77,714-54.4% |
| Participation rate | 90.4% | 78.4%+12.0pp | 82.2%+8.2pp | 70.6%+19.8pp |
| Annual return | 16.00% | 56.87%-40.9pp | 419.75%-403.8pp | 31.26%-15.3pp |
| Employer contribution / active EE | $26 | $4,069-99.4% | $4,936-99.5% | $2,727-99.0% |
| Participant deferral / active EE | $9,594 | $7,996+20.0% | $8,071+18.9% | $4,649+106.4% |
| Admin fee / account holder | $122 | $338-63.9% | $13,005-99.1% | $433-71.8% |