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 |
|---|---|---|
Service code 55 · EIN 59-2937883 | Other Commissions | $57,548 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $58,523 | $92,076-36.4% | $105,607-44.6% | $77,736-24.7% |
| Participation rate | 84.4% | 81.0%+3.3pp | 75.3%+9.1pp | 70.6%+13.8pp |
| Annual return | 10.53% | 17.84%-7.3pp | 116.11%-105.6pp | 31.26%-20.7pp |
| Employer contribution / active EE | $0 | $3,370-100.0% | $3,167-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,070 | $5,390-43.0% | $5,011-38.7% | $4,651-34.0% |
| Admin fee / account holder | $0 | $219-99.9% | $10,958-100.0% | $433-99.9% |