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 |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC2+ years Service code 11 · EIN 11-2836994 | Actuarial | $14,423 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,715 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,610 | $63,924+4.2% | $108,582-38.7% | $55,167+20.7% |
| Participation rate | 68.4% | 74.3%-6.0pp | 79.6%-11.2pp | 69.0%-0.6pp |
| Annual return | 8.27% | 15.31%-7.0pp | -51.70%+60.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $719 | $1,879-61.7% | $3,758-80.9% | $1,963-63.4% |
| Participant deferral / active EE | $2,220 | $3,067-27.6% | $4,311-48.5% | $3,054-27.3% |
| Admin fee / account holder | $35 | $618-94.3% | $7,645-99.5% | $504-93.0% |