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 | $47,681 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,495 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 39-1357951 | Accounting | $17,000 |
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 | $99,428 | $50,919+95.3% | $155,556-36.1% | $77,762+27.9% |
| Participation rate | 92.5% | 63.1%+29.4pp | 78.2%+14.3pp | 70.6%+21.9pp |
| Annual return | 11.86% | 34.84%-23.0pp | 64.84%-53.0pp | 31.27%-19.4pp |
| Employer contribution / active EE | $2,877 | $1,991+44.5% | $4,675-38.5% | $2,728+5.5% |
| Participant deferral / active EE | $5,467 | $2,824+93.5% | $5,631-2.9% | $4,651+17.5% |
| Admin fee / account holder | $245 | $437-43.9% | $15,885-98.5% | $433-43.4% |