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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,620 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,861 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,950 | $53,204-2.4% | $155,556-66.6% | $200,096-74.0% |
| Participation rate | 92.4% | 64.1%+28.3pp | 78.2%+14.2pp | 72.0%+20.4pp |
| Annual return | 13.61% | 41.02%-27.4pp | 64.84%-51.2pp | 34.26%-20.7pp |
| Employer contribution / active EE | $1,727 | $1,850-6.6% | $4,675-63.1% | $3,038-43.1% |
| Participant deferral / active EE | $3,288 | $3,163+3.9% | $5,631-41.6% | $5,090-35.4% |
| Admin fee / account holder | $14 | $186-92.5% | $15,885-99.9% | $269-94.8% |