Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $164,790 |
STRATEGIC ADVISORS, INC.6+ years Filed as: STRATEGIC ADVISERS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $138,363 |
Service code 28 · EIN 04-3638035 | Investment Management | $86,253 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,924 | $144,879-15.8% | $111,319+9.5% | $93,010+31.1% |
| Participation rate | 94.4% | 86.1%+8.3pp | 77.3%+17.1pp | 73.9%+20.5pp |
| Annual return | 17.70% | 18.11%-0.4pp | 54.68%-37.0pp | 158.70%-141.0pp |
| Employer contribution / active EE | $5,234 | $3,052+71.5% | $2,732+91.6% | $2,705+93.5% |
| Participant deferral / active EE | $5,823 | $5,576+4.4% | $4,488+29.8% | $4,561+27.7% |
| Admin fee / account holder | $164 | $104+58.5% | $7,966-97.9% | $152+8.2% |