Filed August 30, 2023
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 | $65,392 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,262 |
KKDLY LLC2 years Service code 10 · EIN 99-0292355 | Accounting | $19,895 |
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 | $140,482 | $48,744+188.2% | $93,696+49.9% | $199,960-29.7% |
| Participation rate | 88.8% | 63.7%+25.1pp | 68.7%+20.1pp | 72.0%+16.8pp |
| Annual return | 14.14% | 15.36%-1.2pp | 133.74%-119.6pp | 34.28%-20.1pp |
| Employer contribution / active EE | $2,595 | $1,140+127.6% | $2,422+7.1% | $3,036-14.5% |
| Participant deferral / active EE | $8,024 | $2,825+184.1% | $4,417+81.7% | $5,087+57.7% |
| Admin fee / account holder | $83 | $195-57.7% | $8,287-99.0% | $269-69.3% |