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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $6,317 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,053 |
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,244 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB 94-1737782 Service code 33 | Securities brokerage | $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 | $195,514 | $48,313+304.7% | $73,309+166.7% | $52,331+273.6% |
| Participation rate | 94.9% | 68.6%+26.3pp | 74.9%+20.0pp | 68.1%+26.8pp |
| Annual return | 0.60% | 3.85%-3.2pp | 5.67%-5.1pp | 4.54%-3.9pp |
| Employer contribution / active EE | $2,490 | $1,661+49.9% | $3,237-23.1% | $1,882+32.3% |
| Participant deferral / active EE | $11,741 | $4,189+180.3% | $4,991+135.2% | $3,022+288.5% |
| Admin fee / account holder | $54 | $404-86.5% | $5,635-99.0% | $592-90.8% |