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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Float re... | $1,198,056 |
Service code 28 · EIN 36-4001764 | Investment Management | $84,888 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $53,550 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, I NC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $9,968 |
LARSON FINANCIAL GROUP LLC3 years Service code 28 · EIN 20-4773945 | Investment Management | $5,545 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $82,149 | $58,202+41.1% | $172,757-52.4% | $89,609-8.3% |
| Participation rate | 97.5% | 72.8%+24.7pp | 82.6%+14.9pp | 69.6%+28.0pp |
| Annual return | 22.03% | 61.59%-39.6pp | 803.06%-781.0pp | 33.65%-11.6pp |
| Employer contribution / active EE | $2,970 | $1,759+68.9% | $5,144-42.3% | $2,584+14.9% |
| Participant deferral / active EE | $5,190 | $3,335+55.6% | $5,198-0.1% | $4,222+22.9% |
| Admin fee / account holder | $72 | $53+36.7% | $13,956-99.5% | $72+0.3% |