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 |
|---|---|---|
VISION ASSET MANAGEMENT4 years Service code 27 · EIN 45-5104591 | Advisory (Plan) | $74,030 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $12,871 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $143,228 | $93,598+53.0% | $135,974+5.3% | $75,173+90.5% |
| Participation rate | 97.3% | 75.2%+22.1pp | 81.9%+15.4pp | 67.2%+30.1pp |
| Annual return | 21.20% | 30.89%-9.7pp | 68.30%-47.1pp | 160.72%-139.5pp |
| Employer contribution / active EE | $7,840 | $3,538+121.6% | $4,859+61.3% | $2,671+193.5% |
| Participant deferral / active EE | $18,534 | $6,405+189.4% | $7,760+138.8% | $4,126+349.2% |
| Admin fee / account holder | $653 | $6,978-90.6% | $10,767-93.9% | $5,651-88.4% |