Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM MANAGEMENT GROUP1+ years Service code 26 · EIN 27-2092334 | Advisory (Participants) | $40,399 |
HEINTZBERGER PAYNE1+ years Filed as: HEINTZBERGER PAYNE & COMPANY Service code 13 · EIN 20-8835556 | Contract Administrator | $35,661 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $7,620 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,668 | $46,360+119.3% | $147,617-31.1% | $52,331+94.3% |
| Participation rate | 96.9% | 64.9%+32.0pp | 84.6%+12.3pp | 68.1%+28.8pp |
| Annual return | -1.69% | 1.62%-3.3pp | 61.98%-63.7pp | 4.54%-6.2pp |
| Employer contribution / active EE | $3,939 | $2,126+85.3% | $5,564-29.2% | $1,882+109.3% |
| Participant deferral / active EE | $4,052 | $2,258+79.5% | $4,895-17.2% | $3,022+34.1% |
| Admin fee / account holder | $419 | $766-45.3% | $11,612-96.4% | $592-29.2% |