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; Recordkeep... | $144,573 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $35,000 |
CARON & BLETZER, PLLC7+ years Service code 10 · EIN 04-3499945 | Accounting | $16,475 |
WITHUMSMITH+BROWN, PC2 years Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $15,345 |
Service code 27 · EIN 36-4001764 | Advisory (Plan) | $13,000 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $400 |
NATIONAL FINANCIAL SERVICES7+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,541 | $67,512+83.0% | $185,851-33.5% | $93,010+32.8% |
| Participation rate | 63.2% | 67.1%-3.9pp | 81.7%-18.5pp | 73.9%-10.7pp |
| Annual return | 13.89% | 21.04%-7.2pp | 122.11%-108.2pp | 158.70%-144.8pp |
| Employer contribution / active EE | $1,146 | $1,783-35.7% | $5,168-77.8% | $2,705-57.6% |
| Participant deferral / active EE | $4,708 | $3,035+55.1% | $5,569-15.5% | $4,561+3.2% |
| Admin fee / account holder | $118 | $318-62.9% | $16,245-99.3% | $152-22.2% |