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 25 · EIN 04-2647786 | Directed Trustee | $165,346 |
AMERICAN FUNDS10+ years Filed as: CAPITAL STRATAGIES Service code 16 · EIN 26-4789150 | Consulting | $47,500 |
CROWE LLP9 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $37,380 |
Form 5500 reported that benefits due were not provided when due.
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 | $161,183 | $110,282+46.2% | $102,423+57.4% | $199,921-19.4% |
| Participation rate | 94.3% | 86.3%+8.1pp | 76.5%+17.8pp | 72.0%+22.3pp |
| Annual return | 14.52% | 35.75%-21.2pp | 29.42%-14.9pp | 34.28%-19.8pp |
| Employer contribution / active EE | $5,574 | $3,603+54.7% | $3,023+84.4% | $3,035+83.6% |
| Participant deferral / active EE | $8,510 | $6,376+33.5% | $5,054+68.4% | $5,089+67.2% |
| Admin fee / account holder | $106 | $122-13.4% | $9,455-98.9% | $269-60.7% |