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 | $213,544 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $182,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,423 | $140,910-88.3% | $76,030-78.4% | $106,553-84.6% |
| Participation rate | 59.2% | 64.1%-5.0pp | 69.1%-9.9pp | 69.8%-10.7pp |
| Annual return | 17.09% | 16.51%+0.6pp | 361.54%-344.4pp | 17.37%-0.3pp |
| Employer contribution / active EE | $273 | $5,354-94.9% | $2,688-89.8% | $3,359-91.9% |
| Participant deferral / active EE | $565 | $5,004-88.7% | $4,257-86.7% | $5,562-89.8% |
| Admin fee / account holder | $29 | $117-75.4% | $6,421-99.6% | $80-63.8% |