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 | $239,923 |
NEPC, LLC4 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $71,730 |
MELTON & MELTON LLP10+ years Filed as: MELTON AND MELTON Service code 10 · EIN 74-1550819 | Accounting | $14,000 |
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 | $189,381 | $53,204+256.0% | $155,556+21.7% | $200,096-5.4% |
| Participation rate | 88.5% | 64.1%+24.4pp | 78.2%+10.3pp | 72.0%+16.5pp |
| Annual return | 17.55% | 41.02%-23.5pp | 64.84%-47.3pp | 34.26%-16.7pp |
| Employer contribution / active EE | $8,452 | $1,850+356.8% | $4,675+80.8% | $3,038+178.2% |
| Participant deferral / active EE | $7,889 | $3,163+149.4% | $5,631+40.1% | $5,090+55.0% |
| Admin fee / account holder | $50 | $186-72.9% | $15,885-99.7% | $269-81.3% |