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 | $192,766 |
STRATEGIC ADVISORS, INC.7+ years Filed as: STRATEGIC ADVISERS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $138,255 |
Service code 28 · EIN 13-3575636 | Investment Management | $90,911 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,833 | $130,052-37.1% | $86,717-5.6% | $77,906+5.0% |
| Participation rate | 95.2% | 85.9%+9.3pp | 76.6%+18.6pp | 73.7%+21.5pp |
| Annual return | -18.76% | -12.73%-6.0pp | 35.97%-54.7pp | 12.16%-30.9pp |
| Employer contribution / active EE | $4,369 | $3,214+35.9% | $2,837+54.0% | $2,846+53.5% |
| Participant deferral / active EE | $6,000 | $5,741+4.5% | $4,657+28.8% | $4,805+24.9% |
| Admin fee / account holder | $152 | $132+14.9% | $7,494-98.0% | $133+14.3% |