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 | $63,344 |
Service code 27 · EIN 92-2678185 | Advisory (Plan) | $25,000 |
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 | $56,897 | $89,435-36.4% | $164,975-65.5% | $77,714-26.8% |
| Participation rate | 88.8% | 78.6%+10.2pp | 78.6%+10.2pp | 70.6%+18.2pp |
| Annual return | 23.14% | 28.82%-5.7pp | 70.12%-47.0pp | 31.26%-8.1pp |
| Employer contribution / active EE | $1,629 | $2,563-36.4% | $4,343-62.5% | $2,727-40.2% |
| Participant deferral / active EE | $6,370 | $4,901+30.0% | $6,033+5.6% | $4,649+37.0% |
| Admin fee / account holder | $113 | $340-66.7% | $12,688-99.1% | $433-73.9% |