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 | $37,399 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $34,399 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $134,407 | $62,166+116.2% | $81,353+65.2% | $74,459+80.5% |
| Participation rate | 54.6% | 64.1%-9.5pp | 69.5%-14.9pp | 67.2%-12.6pp |
| Annual return | 14.68% | 16.50%-1.8pp | 24.82%-10.1pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $1,833 | $1,881-2.6% | $2,464-25.6% | $2,626-30.2% |
| Participant deferral / active EE | $5,103 | $3,223+58.3% | $3,885+31.4% | $4,350+17.3% |
| Admin fee / account holder | $258 | $1,925-86.6% | $5,766-95.5% | $1,945-86.7% |