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 |
|---|---|---|
FINANCIAL ENGINES10+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $286,251 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $67,739 |
Form 5500 reported that benefits due were not provided when due.
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 | $352,085 | $122,128+188.3% | $147,117+139.3% | $200,096+76.0% |
| Participation rate | 98.6% | 78.2%+20.5pp | 82.2%+16.5pp | 72.0%+26.6pp |
| Annual return | 14.09% | 30.58%-16.5pp | 420.54%-406.4pp | 34.26%-20.2pp |
| Employer contribution / active EE | $13,757 | $4,093+236.1% | $4,932+178.9% | $3,038+352.9% |
| Participant deferral / active EE | $14,700 | $8,484+73.3% | $8,065+82.3% | $5,090+188.8% |
| Admin fee / account holder | $237 | $180+32.0% | $12,993-98.2% | $269-12.0% |