See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
NYHART8+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $376,491 |
OXFORD FINANCIAL GROUP, LTD8+ years Service code 27 · EIN 35-1588335 | Advisory (Plan) | $240,542 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $123,926 |
BAKER & HOSTETLER LLP8+ years Filed as: BAKER & HOSTETLER, LLP Service code 29 · EIN 34-0082025 | Legal | $62,918 |
BKD, LLP8+ years Service code 10 · EIN 44-0160260 | Accounting | $17,325 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $9,163 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $5,197 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,897 | $42,419+62.4% | $104,294-33.9% | $77,904-11.6% |
| Participation rate | 83.9% | 51.6%+32.3pp | 73.3%+10.7pp | 73.7%+10.2pp |
| Annual return | -5.09% | -11.16%+6.1pp | 24.61%-29.7pp | 12.21%-17.3pp |
| Employer contribution / active EE | $2,812 | $1,105+154.4% | $3,372-16.6% | $2,848-1.2% |
| Participant deferral / active EE | $4,288 | $1,992+115.3% | $4,625-7.3% | $4,806-10.8% |
| Admin fee / account holder | $160 | $117+36.7% | $7,339-97.8% | $133+21.0% |