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 | $96,817 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $65,000 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $8,995 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,707 | $122,128-0.3% | $147,080-17.3% | $199,960-39.1% |
| Participation rate | 97.8% | 78.2%+19.6pp | 82.2%+15.6pp | 72.0%+25.8pp |
| Annual return | 16.27% | 30.58%-14.3pp | 420.17%-403.9pp | 34.28%-18.0pp |
| Employer contribution / active EE | $5,200 | $4,093+27.0% | $4,933+5.4% | $3,036+71.3% |
| Participant deferral / active EE | $13,032 | $8,484+53.6% | $8,066+61.6% | $5,087+156.2% |
| Admin fee / account holder | $125 | $180-30.2% | $12,989-99.0% | $269-53.5% |