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 | $13,390 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,078 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,789 | $89,435-29.8% | $164,975-61.9% | $77,714-19.2% |
| Participation rate | 81.1% | 78.6%+2.5pp | 78.6%+2.5pp | 70.6%+10.5pp |
| Annual return | 16.38% | 28.82%-12.4pp | 70.12%-53.7pp | 31.26%-14.9pp |
| Employer contribution / active EE | $920 | $2,563-64.1% | $4,343-78.8% | $2,727-66.3% |
| Participant deferral / active EE | $2,900 | $4,901-40.8% | $6,033-51.9% | $4,649-37.6% |
| Admin fee / account holder | $21 | $340-93.8% | $12,688-99.8% | $433-95.2% |