See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $320,658 |
NEPC, LLC2 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $65,861 |
DELOITTE & TOUCHE LLP4+ years Filed as: DELOITTE CONSULTING LLP Service code 16 · EIN 06-1454513 | Consulting | $30,500 |
Filed as: EPSTEIN BECKER & GREEN P.C. Service code 16 · EIN 13-3031033 | Consulting | $20,233 |
LBMC, PC1 year Service code 10 · EIN 62-1199757 | Accounting | $17,100 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $650 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,307 | $64,311+18.7% | $110,238-30.8% | $75,289+1.4% |
| Participation rate | 89.9% | 79.3%+10.6pp | 79.8%+10.0pp | 72.4%+17.4pp |
| Annual return | -2.27% | -1.74%-0.5pp | 314.74%-317.0pp | -0.04%-2.2pp |
| Employer contribution / active EE | $4,284 | $2,404+78.2% | $3,826+12.0% | $2,405+78.1% |
| Participant deferral / active EE | $7,116 | $3,892+82.9% | $4,672+52.3% | $3,739+90.3% |
| Admin fee / account holder | $158 | $88+80.5% | $8,547-98.1% | $102+54.7% |