Filed April 28, 2022 (most recent of 3 filings on file)
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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Account ma... | $141,311 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $65,250 |
CARON & BLETZER, PLLC3+ years Service code 10 · EIN 04-3499945 | Accounting | $14,525 |
WITHUMSMITH+BROWN, PC1 year Filed as: PARKER,BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $14,031 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,536 | $44,989+101.2% | $170,435-46.9% | $77,958+16.1% |
| Participation rate | 63.3% | 64.6%-1.3pp | 83.6%-20.3pp | 71.6%-8.4pp |
| Annual return | 14.93% | 19.61%-4.7pp | 205.94%-191.0pp | 20.87%-5.9pp |
| Employer contribution / active EE | $706 | $1,466-51.9% | $5,432-87.0% | $2,310-69.5% |
| Participant deferral / active EE | $3,809 | $2,208+72.6% | $4,939-22.9% | $3,537+7.7% |
| Admin fee / account holder | $129 | $69+87.1% | $13,881-99.1% | $97+32.5% |