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 |
|---|---|---|
DELOITTE & TOUCHE LLP11+ years Service code 10 · EIN 13-3891517 | Accounting | $142,707 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $73,449 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,033 |
CHIPTON-ROSS3 years Filed as: CHIPTON-ROSS INC Service code 13 · EIN 39-1341435 | Contract Administrator | $5,279 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,101 | $100,061+98.0% | $120,344+64.6% | $64,728+206.1% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.7%+18.3pp | 57.9%+37.2pp |
| Annual return | 13.60% | 16.53%-2.9pp | 20.30%-6.7pp | 49.38%-35.8pp |
| Employer contribution / active EE | $0 | $3,112-100.0% | $3,020-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $0 | $4,955-100.0% | $5,135-100.0% | $2,729-100.0% |
| Admin fee / account holder | $104 | $428-75.8% | $12,742-99.2% | $1,145-91.0% |