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 37 · EIN 04-2647786 | Loan Processing | $13,774 |
ELEMENT WEALTH LLC1 year Filed as: ELEMENT WEALTH Service code 27 · EIN 20-4821221 | Advisory (Plan) | $13,276 |
Filed as: FIDELITY INVESTMENTS INSTITUATIONAL Service code 60 | Sub-TA Fees | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,352 | $54,573-13.2% | $90,970-47.9% | $73,493-35.6% |
| Participation rate | 56.4% | 61.2%-4.8pp | 69.0%-12.7pp | 70.7%-14.3pp |
| Annual return | 10.51% | 16.69%-6.2pp | 134.58%-124.1pp | 28.51%-18.0pp |
| Employer contribution / active EE | $504 | $991-49.2% | $2,122-76.3% | $2,270-77.8% |
| Participant deferral / active EE | $1,353 | $2,517-46.3% | $3,373-59.9% | $3,740-63.8% |
| Admin fee / account holder | $322 | $521-38.2% | $5,960-94.6% | $513-37.2% |