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 | $136,446 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $75,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $106,107 | $89,465+18.6% | $165,100-35.7% | $77,762+36.5% |
| Participation rate | 97.6% | 78.6%+18.9pp | 78.6%+18.9pp | 70.6%+27.0pp |
| Annual return | 15.76% | 28.86%-13.1pp | 70.21%-54.4pp | 31.27%-15.5pp |
| Employer contribution / active EE | $5,279 | $2,565+105.8% | $4,348+21.4% | $2,728+93.5% |
| Participant deferral / active EE | $12,112 | $4,904+147.0% | $6,035+100.7% | $4,651+160.4% |
| Admin fee / account holder | $161 | $340-52.7% | $12,696-98.7% | $433-62.9% |