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 | $23,527 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $21,418 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,791 |
GOLDMAN SACHS5 years Filed as: UNITED CAPITAL FINANCIAL ADVISERS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $8,873 |
Employer contribution per participant 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 | $53,340 | $106,110-49.7% | $147,005-63.7% | $77,671-31.3% |
| Participation rate | 78.9% | 78.4%+0.5pp | 82.2%-3.2pp | 70.6%+8.4pp |
| Annual return | 18.49% | 56.77%-38.3pp | 418.76%-400.3pp | 31.21%-12.7pp |
| Employer contribution / active EE | $639 | $4,065-84.3% | $4,934-87.0% | $2,726-76.6% |
| Participant deferral / active EE | $5,856 | $7,992-26.7% | $8,070-27.4% | $4,648+26.0% |
| Admin fee / account holder | $139 | $338-58.9% | $13,006-98.9% | $430-67.7% |