Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STERLING INVESTMENT ADVISORS LTD1+ years Filed as: STERLING INVESTMENT ADVISORS Service code 27 · EIN 23-3034280 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Advisory (Plan) | $20,421 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 71 · EIN 94-1737782 1958 SUMMIT PARK DRIVE · ORLANDO, FL 32810 | Brokerage Fees | $16,522 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $117,535-100.0% | $108,235-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 42.4%-42.4pp | 32.2%-32.2pp | 48.7%-48.7pp |
| Annual return | -6.19% | -1.67%-4.5pp | -1.08%-5.1pp | -2.16%-4.0pp |
| Employer contribution / active EE | $64,063 | $44,358+44.4% | $35,779+79.0% | $42,949+49.2% |
| Participant deferral / active EE | $0 | $230-100.0% | $238-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $17,025-100.0% | $13,449-100.0% | $12,572-100.0% |