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 |
|---|---|---|
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $10,815 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$5,092 |
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 | $136,803 | $77,523+76.5% | $100,383+36.3% | $80,874+69.2% |
| Participation rate | 86.6% | 77.0%+9.6pp | 81.5%+5.1pp | 67.6%+18.9pp |
| Annual return | 18.42% | 37.21%-18.8pp | 49.26%-30.8pp | 35.62%-17.2pp |
| Employer contribution / active EE | $2,537 | $2,801-9.4% | $3,944-35.7% | $2,756-7.9% |
| Participant deferral / active EE | $9,946 | $6,822+45.8% | $8,086+23.0% | $4,297+131.5% |
| Admin fee / account holder | $55 | $5,899-99.1% | $7,900-99.3% | $6,935-99.2% |