Filed May 20, 2024 (most recent of 2 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 |
|---|---|---|
HAMILTON LANE ADVISORS, LLC4+ years Filed as: HAMILTON CAVANAUGH INVESTMENT Service code 16 661 NORTH BROADWAY · N WHITE PLAINS, NY 10603 | Consulting | $88,241 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $6,895 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $650 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $120,979 | $43,999+175.0% | $79,467+52.2% | $55,725+117.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | -5.62% | 1.81%-7.4pp | 718.30%-723.9pp | 244.93%-250.5pp |
| Employer contribution / active EE | $13,381 | $1,830+631.4% | $2,800+377.9% | $2,078+543.9% |
| Participant deferral / active EE | $6,739 | $2,538+165.5% | $3,704+81.9% | $3,356+100.8% |
| Admin fee / account holder | $7 | $118-94.3% | $5,104-99.9% | $115-94.2% |