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 | $52,937 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $52,534 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,264 |
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 | $94,085 | $54,193+73.6% | $93,669+0.4% | $77,714+21.1% |
| Participation rate | 78.0% | 63.9%+14.0pp | 68.7%+9.2pp | 70.6%+7.4pp |
| Annual return | 13.09% | 30.54%-17.5pp | 133.59%-120.5pp | 31.26%-18.2pp |
| Employer contribution / active EE | $2,644 | $1,168+126.4% | $2,424+9.1% | $2,727-3.0% |
| Participant deferral / active EE | $5,061 | $3,144+61.0% | $4,416+14.6% | $4,649+8.9% |
| Admin fee / account holder | $260 | $576-54.8% | $8,291-96.9% | $433-40.0% |