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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $89,123 |
Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $27,196 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 | Advisory (Plan) | $22,475 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $50 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,755 | $99,957+140.9% | $149,745+60.8% | $73,497+227.6% |
| Participation rate | 90.1% | 75.7%+14.4pp | 82.5%+7.6pp | 70.7%+19.4pp |
| Annual return | 14.17% | 53.87%-39.7pp | 276.72%-262.6pp | 28.51%-14.3pp |
| Employer contribution / active EE | $4,509 | $3,191+41.3% | $4,646-3.0% | $2,270+98.6% |
| Participant deferral / active EE | $6,085 | $6,073+0.2% | $6,843-11.1% | $3,740+62.7% |
| Admin fee / account holder | $665 | $551+20.8% | $9,312-92.9% | $513+29.6% |