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 |
|---|---|---|
SYM FINANCIAL CORPORATION6 years Filed as: SYM FINANCIAL CORP Service code 26 · EIN 35-1550787 | Advisory (Participants) | $41,693 |
LATITUDE SERVICE COMPANY INC6 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 · EIN 82-1371994 | Other Services | $39,685 |
NORTH AMERICAN KTRADE ALLIANCE, LLC10+ years Service code 19 · EIN 32-0169227 | Securities Custodian | $29,016 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Other investment fees and expenses; C... | $6,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,446 | $36,002-43.2% | $161,489-87.3% | $64,728-68.4% |
| Participation rate | 62.7% | 57.4%+5.3pp | 78.7%-16.0pp | 57.9%+4.8pp |
| Annual return | 13.22% | 33.93%-20.7pp | 89.72%-76.5pp | 49.38%-36.2pp |
| Employer contribution / active EE | $793 | $1,380-42.5% | $4,268-81.4% | $2,243-64.6% |
| Participant deferral / active EE | $1,540 | $1,815-15.2% | $5,630-72.6% | $2,729-43.6% |
| Admin fee / account holder | $199 | $931-78.7% | $16,006-98.8% | $1,145-82.7% |