Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $84,025 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $36,844 |
CARON & BLETZER, PLLC5+ years Service code 10 · EIN 04-3499945 | Accounting | $15,900 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage commissions and ... | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $92,368 | $53,204+73.6% | $155,556-40.6% | $200,096-53.8% |
| Participation rate | 76.6% | 64.1%+12.5pp | 78.2%-1.6pp | 72.0%+4.6pp |
| Annual return | 13.32% | 41.02%-27.7pp | 64.84%-51.5pp | 34.26%-20.9pp |
| Employer contribution / active EE | $2,142 | $1,850+15.8% | $4,675-54.2% | $3,038-29.5% |
| Participant deferral / active EE | $5,053 | $3,163+59.7% | $5,631-10.3% | $5,090-0.7% |
| Admin fee / account holder | $35 | $186-81.0% | $15,885-99.8% | $269-86.9% |