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 |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $35,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,044 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $18,270 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,411 | $82,879+32.0% | $96,576+13.3% | $67,986+60.9% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.4%+7.4pp | 57.2%+31.7pp |
| Annual return | 17.44% | 36.90%-19.5pp | 38.47%-21.0pp | 31.67%-14.2pp |
| Employer contribution / active EE | $3,469 | $2,727+27.2% | $3,553-2.4% | $2,019+71.8% |
| Participant deferral / active EE | $12,971 | $6,976+85.9% | $7,956+63.0% | $3,358+286.3% |
| Admin fee / account holder | $246 | $2,783-91.2% | $11,381-97.8% | $3,203-92.3% |