Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $35,307 |
STRATEGIC ADVISORS, INC.4+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,098 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,555 | $50,919-16.4% | $155,556-72.6% | $77,762-45.3% |
| Participation rate | 77.7% | 63.1%+14.6pp | 78.2%-0.5pp | 70.6%+7.1pp |
| Annual return | 14.08% | 34.84%-20.8pp | 64.84%-50.8pp | 31.27%-17.2pp |
| Employer contribution / active EE | $2,148 | $1,991+7.9% | $4,675-54.1% | $2,728-21.3% |
| Participant deferral / active EE | $4,215 | $2,824+49.2% | $5,631-25.1% | $4,651-9.4% |
| Admin fee / account holder | $110 | $437-74.8% | $15,885-99.3% | $433-74.6% |