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 | Distribution (12b-1) fees; Recordkeep... | $1,037,240 |
Service code 28 · EIN 36-4001764 | Investment Management | $116,552 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $48,668 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $5,321 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ 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 | $91,323 | $66,513+37.3% | $178,510-48.8% | $106,273-14.1% |
| Participation rate | 98.1% | 73.8%+24.3pp | 81.9%+16.1pp | 70.8%+27.3pp |
| Annual return | 15.28% | 21.81%-6.5pp | 151.13%-135.8pp | 21.70%-6.4pp |
| Employer contribution / active EE | $3,096 | $1,776+74.4% | $5,011-38.2% | $2,722+13.7% |
| Participant deferral / active EE | $5,533 | $3,679+50.4% | $5,202+6.4% | $4,601+20.3% |
| Admin fee / account holder | $66 | $53+23.8% | $13,988-99.5% | $78-15.5% |