Filed March 10, 2022 (most recent of 2 filings on file)
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 | $33,648 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $25,000 |
AGSN, P.C.4 years Service code 10 · EIN 47-0696474 | Accounting | $11,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,652 | $54,245-12.2% | $93,727-49.2% | $77,762-38.7% |
| Participation rate | 40.7% | 63.9%-23.2pp | 68.7%-28.0pp | 70.6%-29.9pp |
| Annual return | 19.46% | 30.58%-11.1pp | 133.83%-114.4pp | 31.27%-11.8pp |
| Employer contribution / active EE | $820 | $1,168-29.7% | $2,421-66.1% | $2,728-69.9% |
| Participant deferral / active EE | $1,732 | $3,144-44.9% | $4,417-60.8% | $4,651-62.8% |
| Admin fee / account holder | $244 | $575-57.5% | $8,292-97.1% | $433-43.5% |