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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $46,155 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $35,134 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,364 | $101,591-15.0% | $147,096-41.3% | $74,429+16.0% |
| Participation rate | 94.0% | 75.5%+18.5pp | 82.2%+11.8pp | 67.2%+26.8pp |
| Annual return | 14.19% | 8746.45%-8732.3pp | 419.75%-405.6pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $16,374 | $7,302+124.2% | $8,071+102.9% | $4,348+276.6% |
| Admin fee / account holder | $385 | $1,750-78.0% | $13,005-97.0% | $1,944-80.2% |