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 | $89,465-36.4% | $165,071-65.5% | $77,736-26.8% |
| Participation rate | 88.8% | 78.6%+10.2pp | 78.6%+10.2pp | 70.6%+18.2pp |
| Annual return | 23.14% | 28.86%-5.7pp | 70.17%-47.0pp | 31.26%-8.1pp |
| Employer contribution / active EE | $1,629 | $2,565-36.5% | $4,347-62.5% | $2,728-40.3% |
| Participant deferral / active EE | $6,370 | $4,904+29.9% | $6,035+5.5% | $4,651+37.0% |
| Admin fee / account holder | $113 | $340-66.7% | $12,695-99.1% | $433-73.9% |