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 |
|---|---|---|
M HOLDINGS SECURITIES INC3 years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $21,894 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,562 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,730 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,571 | $79,223+69.9% | $102,460+31.3% | $74,478+80.7% |
| Participation rate | 92.2% | 74.8%+17.5pp | 76.5%+15.7pp | 67.2%+25.0pp |
| Annual return | 13.88% | 54.98%-41.1pp | 29.47%-15.6pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $1,613 | $2,363-31.8% | $3,025-46.7% | $2,626-38.6% |
| Participant deferral / active EE | $8,299 | $4,417+87.9% | $5,056+64.1% | $4,350+90.8% |
| Admin fee / account holder | $217 | $2,003-89.2% | $9,460-97.7% | $1,946-88.8% |