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 |
|---|---|---|
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $25,000 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,389 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | -$24,904 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,709 | $72,639+170.8% | $90,766+116.7% | $66,949+193.8% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -17.85% | -12.28%-5.6pp | -12.16%-5.7pp | 1.57%-19.4pp |
| Employer contribution / active EE | $5,251 | $2,369+121.6% | $2,922+79.7% | $2,545+106.3% |
| Participant deferral / active EE | $11,526 | $3,979+189.7% | $4,565+152.5% | $4,239+171.9% |
| Admin fee / account holder | $75 | $708-89.5% | $8,446-99.1% | $594-87.4% |