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 |
|---|---|---|
BULLROCK CAPITAL6 years Service code 99 · EIN 81-4243054 | Other Fees | $28,374 |
CHARLES SCHWAB & CO., INC.3 years Filed as: REA AND ASSOCIATES INC. Service code 99 · EIN 34-1310124 | Other Fees | $6,491 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,416 | $51,223+19.9% | $82,763-25.8% | $66,949-8.3% |
| Participation rate | 83.0% | 67.9%+15.1pp | 72.6%+10.4pp | 69.8%+13.1pp |
| Annual return | -20.13% | -9.85%-10.3pp | 702.45%-722.6pp | 1.57%-21.7pp |
| Employer contribution / active EE | $835 | $2,611-68.0% | $3,008-72.2% | $2,545-67.2% |
| Participant deferral / active EE | $3,605 | $3,460+4.2% | $4,395-18.0% | $4,239-15.0% |
| Admin fee / account holder | $58 | $415-86.0% | $5,325-98.9% | $594-90.2% |