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 | Sales loads (front end and deferred);... | $1,392,014 |
EWG ELEVATE INC1 year Service code 16 · EIN 82-3365896 | Consulting | $5,013 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $3,138 |
NATIONAL FINANCIAL SERVICES6+ 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 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 | $30,535 | $106,273-71.3% | $379,746-92.0% | $106,273-71.3% |
| Participation rate | 97.0% | 70.8%+26.2pp | 78.4%+18.6pp | 70.8%+26.2pp |
| Annual return | 23.26% | 21.70%+1.6pp | 34.90%-11.6pp | 21.70%+1.6pp |
| Employer contribution / active EE | $661 | $2,722-75.7% | $3,540-81.3% | $2,722-75.7% |
| Participant deferral / active EE | $4,106 | $4,601-10.8% | $6,024-31.8% | $4,601-10.8% |
| Admin fee / account holder | $30 | $78-61.6% | $7,927-99.6% | $78-61.6% |