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 |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES1+ years Service code 28 · EIN 34-1753575 | Investment Management | $20,000 |
MARCUM LLP1+ years Filed as: SKODA MINOTTI & CO Service code 10 · EIN 34-1945206 | Accounting | $18,800 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $393,260 | $88,324+345.2% | $115,038+241.9% | $55,191+612.5% |
| Participation rate | 93.7% | 72.5%+21.1pp | 81.4%+12.3pp | 69.2%+24.5pp |
| Annual return | -1.60% | 6.30%-7.9pp | 26.14%-27.7pp | 10.78%-12.4pp |
| Employer contribution / active EE | $12,953 | $2,805+361.8% | $4,608+181.1% | $1,899+582.2% |
| Participant deferral / active EE | $8,936 | $5,042+77.2% | $6,026+48.3% | $3,046+193.3% |
| Admin fee / account holder | $124 | $105+17.4% | $8,175-98.5% | $91+36.3% |