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 60 · EIN 04-2647786 | Sub-TA Fees | $41,496 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,637 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,674 | $78,562+76.5% | $105,608+31.3% | $74,429+86.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 12.75% | 15.94%-3.2pp | 116.50%-103.8pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $8,124 | $2,521+222.2% | $3,167+156.5% | $2,625+209.5% |
| Participant deferral / active EE | $8,601 | $4,321+99.0% | $5,010+71.7% | $4,348+97.8% |
| Admin fee / account holder | $234 | $2,217-89.4% | $11,028-97.9% | $1,944-88.0% |