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 | $41,992 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,750 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $17,325 |
BDO USA, LLP8 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $10,389 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $6,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,856 | $45,109+34.9% | $85,240-28.6% | $77,762-21.7% |
| Participation rate | 87.7% | 48.7%+39.0pp | 67.5%+20.2pp | 70.6%+17.1pp |
| Annual return | 13.81% | 79.55%-65.7pp | 66.75%-52.9pp | 31.27%-17.5pp |
| Employer contribution / active EE | $57 | $1,602-96.4% | $2,735-97.9% | $2,728-97.9% |
| Participant deferral / active EE | $8,421 | $2,814+199.3% | $4,527+86.0% | $4,651+81.1% |
| Admin fee / account holder | $233 | $915-74.5% | $6,165-96.2% | $433-46.1% |