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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,075 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $80,561 | $106,164-24.1% | $147,041-45.2% | $77,692+3.7% |
| Participation rate | 55.5% | 78.4%-22.9pp | 82.2%-26.7pp | 70.6%-15.1pp |
| Annual return | 16.07% | 56.81%-40.7pp | 419.21%-403.1pp | 31.25%-15.2pp |
| Employer contribution / active EE | $1,000 | $4,066-75.4% | $4,935-79.7% | $2,726-63.3% |
| Participant deferral / active EE | $4,019 | $7,993-49.7% | $8,071-50.2% | $4,648-13.5% |
| Admin fee / account holder | $31 | $338-90.9% | $13,006-99.8% | $431-92.9% |