Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INS SERV INC Service code 53 · EIN 31-1582098 | Insurance Commissions | $22,574 |
ROYAL ALLIANCE ASSOCIATES INC1+ years Service code 53 · EIN 93-0987232 | Insurance Commissions | $13,863 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA NETWORK LLC Service code 53 · EIN 06-1555494 | Insurance Commissions | $8,711 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,475 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $202,205 | $75,183+168.9% | $123,894+63.2% | $55,167+266.5% |
| Participation rate | 96.2% | 72.8%+23.4pp | 81.4%+14.8pp | 69.0%+27.2pp |
| Annual return | 6.28% | 19.01%-12.7pp | 47.52%-41.2pp | 169.23%-163.0pp |
| Employer contribution / active EE | $7,924 | $2,823+180.6% | $4,617+71.6% | $1,963+303.7% |
| Participant deferral / active EE | $5,270 | $5,084+3.6% | $5,984-11.9% | $3,054+72.5% |
| Admin fee / account holder | $12 | $663-98.2% | $8,357-99.9% | $504-97.6% |