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 | $38,029 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,290 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $14,531 | $39,819-63.5% | $67,834-78.6% | $57,658-74.8% |
| Participation rate | 96.6% | 61.2%+35.4pp | 68.8%+27.8pp | 70.2%+26.4pp |
| Annual return | 7.43% | 9.19%-1.8pp | 138.47%-131.0pp | 5.13%+2.3pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,403-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,303 | $2,209+4.2% | $3,160-27.1% | $3,061-24.8% |
| Admin fee / account holder | $118 | $84+40.8% | $4,622-97.5% | $95+24.5% |