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 |
|---|---|---|
FINDLEY1 year Filed as: FINDLEY, INC. Service code 11 · EIN 34-1213174 | Actuarial | $90,717 |
SJS INVESTMENT CONSULTING INC3+ years Filed as: SJS INVESTMENT CONSULTING INC. Service code 27 · EIN 34-1803756 | Advisory (Plan) | $84,735 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 26 · EIN 42-1558009 | Advisory (Participants) | $45,970 |
WASMER, SCHROEDER & CO INC.3+ years Filed as: WASMER SCHROEDER & COMPANY INC. Service code 27 · EIN 59-2771369 | Advisory (Plan) | $27,359 |
PACKER THOMAS1 year Service code 10 · EIN 34-1667340 | Accounting | $14,800 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | 8.28% | -1.84%+10.1pp | -0.67%+8.9pp | 0.19%+8.1pp |
| Employer contribution / active EE | $0 | $15,717-100.0% | $31,731-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |