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 |
|---|---|---|
Service code 55 111 N ORANGE AVE STE 1000 · ORLANDO, FL 32801 | Other Commissions | $65,496 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,188 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,773 | $80,705+96.7% | $115,768+37.1% | $67,986+133.5% |
| Participation rate | 93.3% | 63.0%+30.3pp | 74.4%+18.9pp | 57.2%+36.1pp |
| Annual return | 14.65% | 18.49%-3.8pp | 100.46%-85.8pp | 31.67%-17.0pp |
| Employer contribution / active EE | $5,122 | $2,046+150.3% | $2,940+74.2% | $2,019+153.7% |
| Participant deferral / active EE | $6,277 | $3,559+76.4% | $4,917+27.7% | $3,358+86.9% |
| Admin fee / account holder | $23 | $4,135-99.5% | $12,439-99.8% | $3,203-99.3% |