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 60 · EIN 04-2647786 | Sub-TA Fees | $975 |
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 | $137,988 | $79,223+74.2% | $102,460+34.7% | $74,478+85.3% |
| Participation rate | 71.5% | 74.8%-3.3pp | 76.5%-5.0pp | 67.2%+4.3pp |
| Annual return | 14.29% | 54.98%-40.7pp | 29.47%-15.2pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $4,868 | $2,363+106.0% | $3,025+60.9% | $2,626+85.3% |
| Participant deferral / active EE | $4,185 | $4,417-5.2% | $5,056-17.2% | $4,350-3.8% |
| Admin fee / account holder | $5 | $2,003-99.8% | $9,460-99.9% | $1,946-99.8% |