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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,008 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $34,188 |
BDG-CPAS1 year Service code 10 · EIN 22-2625944 | Accounting | $17,775 |
OLSHAN FROME WOLOSKY LLP1 year Service code 29 · EIN 13-1978173 | Legal | $7,056 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $1,820 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $1,594 |
Filed as: CHARLES SCHWAB & CO, INC Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 59 | Shareholder Servicing | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,429 | $75,284-22.4% | $91,004-35.8% | $69,631-16.1% |
| Participation rate | 94.3% | 80.4%+13.9pp | 75.6%+18.6pp | 70.7%+23.6pp |
| Annual return | 17.52% | 48.40%-30.9pp | 4.60%+12.9pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $1,661 | $2,473-32.8% | $2,456-32.4% | $2,032-18.3% |
| Participant deferral / active EE | $6,158 | $3,700+66.5% | $3,548+73.6% | $3,224+91.0% |
| Admin fee / account holder | $88 | $111-20.2% | $5,417-98.4% | $110-20.1% |