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 | $106,896 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $87,689 |
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 | $121,115 | $106,247+14.0% | $147,096-17.7% | $77,714+55.8% |
| Participation rate | 96.8% | 78.4%+18.4pp | 82.2%+14.6pp | 70.6%+26.2pp |
| Annual return | 16.04% | 56.87%-40.8pp | 419.75%-403.7pp | 31.26%-15.2pp |
| Employer contribution / active EE | $3,563 | $4,069-12.4% | $4,936-27.8% | $2,727+30.7% |
| Participant deferral / active EE | $16,923 | $7,996+111.6% | $8,071+109.7% | $4,649+264.0% |
| Admin fee / account holder | $109 | $338-67.9% | $13,005-99.2% | $433-74.9% |