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 |
|---|---|---|
AT RETIREMENT SERVICES, LLC6+ years Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $82,467 |
Filed as: H&H INVESTMENT SERVICES Service code 27 · EIN 06-1461865 | Advisory (Plan) | $22,780 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $22,604 |
DENNIS KAY3 years Service code 27 · EIN 11-0364886 | Advisory (Plan) | $1,250 |
CHARLES SCHWAB & CO., INC.6+ years Service code 21 · EIN 94-1737782 | Bank Trustee | $0 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $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 | $71,387 | $85,135-16.1% | $98,916-27.8% | $73,412-2.8% |
| Participation rate | 47.5% | 81.1%-33.7pp | 76.0%-28.6pp | 72.2%-24.7pp |
| Annual return | 14.79% | 19.14%-4.3pp | 196.45%-181.7pp | 59.30%-44.5pp |
| Employer contribution / active EE | $703 | $2,721-74.2% | $2,689-73.8% | $2,234-68.5% |
| Participant deferral / active EE | $2,483 | $4,349-42.9% | $4,245-41.5% | $3,806-34.8% |
| Admin fee / account holder | $281 | $139+101.5% | $6,642-95.8% | $158+77.7% |