Filed May 6, 2017
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.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $57 |
AMERICAN CENTURY2+ years Filed as: AMERICAN CENTURY INV MGT, INC. Service code 28 · EIN 44-6006315 | Investment Management | $0 |
BOSTON MANAGEMENT AND RESEARCH2+ years Service code 28 · EIN 20-1227352 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $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 | $29,009 | $44,425-34.7% | $67,834-57.2% | $55,167-47.4% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.8%+31.2pp | 69.0%+31.0pp |
| Annual return | 9.23% | 17.80%-8.6pp | 138.47%-129.2pp | 169.23%-160.0pp |
| Employer contribution / active EE | $1,440 | $1,351+6.5% | $2,403-40.1% | $1,963-26.6% |
| Participant deferral / active EE | $2,142 | $2,166-1.1% | $3,160-32.2% | $3,054-29.9% |
| Admin fee / account holder | $6 | $530-98.9% | $4,622-99.9% | $504-98.9% |