Filed May 14, 2025
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 | $56,408 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,749 |
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 | $65,320 | $53,204+22.8% | $155,556-58.0% | $200,096-67.4% |
| Participation rate | 89.8% | 64.1%+25.7pp | 78.2%+11.5pp | 72.0%+17.7pp |
| Annual return | 14.52% | 41.02%-26.5pp | 64.84%-50.3pp | 34.26%-19.7pp |
| Employer contribution / active EE | $1,599 | $1,850-13.6% | $4,675-65.8% | $3,038-47.4% |
| Participant deferral / active EE | $4,921 | $3,163+55.6% | $5,631-12.6% | $5,090-3.3% |
| Admin fee / account holder | $58 | $186-68.7% | $15,885-99.6% | $269-78.4% |