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 37 · EIN 04-2647786 | Loan Processing | $85,617 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,115 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,615 | $65,960+128.3% | $81,844+84.0% | $77,736+93.8% |
| Participation rate | 79.8% | 65.8%+14.0pp | 72.4%+7.4pp | 70.6%+9.2pp |
| Annual return | 16.83% | 26.64%-9.8pp | 778.87%-762.0pp | 31.26%-14.4pp |
| Employer contribution / active EE | $3,057 | $2,375+28.7% | $2,916+4.8% | $2,728+12.1% |
| Participant deferral / active EE | $7,813 | $3,505+122.9% | $4,323+80.7% | $4,651+68.0% |
| Admin fee / account holder | $191 | $526-63.7% | $7,355-97.4% | $433-55.9% |