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 |
|---|---|---|
FID INV INST OPS CO10+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $168,760 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $87,500 |
THOMPSON HINE10+ years Service code 29 · EIN 34-0575300 | Legal | $53,861 |
BDO USA, LLP1 year Filed as: BDO USA P.C. Service code 10 · EIN 13-5381590 | Accounting | $45,544 |
FID INV INST OPS CO10+ years Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,380 | $110,282+176.9% | $102,423+198.2% | $199,921+52.8% |
| Participation rate | 98.3% | 86.3%+12.0pp | 76.5%+21.8pp | 72.0%+26.3pp |
| Annual return | 14.79% | 35.75%-21.0pp | 29.42%-14.6pp | 34.28%-19.5pp |
| Employer contribution / active EE | $7,962 | $3,603+121.0% | $3,023+163.4% | $3,035+162.3% |
| Participant deferral / active EE | $19,067 | $6,376+199.0% | $5,054+277.3% | $5,089+274.7% |
| Admin fee / account holder | $94 | $122-23.0% | $9,455-99.0% | $269-65.0% |