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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Finders' fees / pl... | $378,558 |
Service code 16 · EIN 47-0800100 | Consulting | $32,495 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,329 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,118 | $43,236+39.0% | $82,768-27.4% | $77,906-22.8% |
| Participation rate | 100.0% | 64.2%+35.8pp | 72.6%+27.4pp | 73.7%+26.3pp |
| Annual return | -16.80% | 2.40%-19.2pp | 702.70%-719.5pp | 12.16%-29.0pp |
| Employer contribution / active EE | $0 | $1,924-100.0% | $3,008-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $8,394 | $3,069+173.5% | $4,395+91.0% | $4,805+74.7% |
| Admin fee / account holder | $41 | $102-60.1% | $5,326-99.2% | $133-69.2% |