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 | $100,589 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $72,298 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,675 | $110,258-23.2% | $102,460-17.4% | $200,096-57.7% |
| Participation rate | 66.2% | 86.3%-20.1pp | 76.5%-10.3pp | 72.0%-5.8pp |
| Annual return | 12.28% | 35.78%-23.5pp | 29.47%-17.2pp | 34.26%-22.0pp |
| Employer contribution / active EE | $994 | $3,605-72.4% | $3,025-67.1% | $3,038-67.3% |
| Participant deferral / active EE | $3,628 | $6,377-43.1% | $5,056-28.2% | $5,090-28.7% |
| Admin fee / account holder | $175 | $122+42.8% | $9,460-98.2% | $269-35.2% |