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 |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC1+ years Service code 11 · EIN 11-2836994 | Actuarial | $13,682 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,386 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,923 | $50,464-56.6% | $75,784-71.1% | $52,331-58.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 1.81% | 1.03%+0.8pp | 9.68%-7.9pp | 4.54%-2.7pp |
| Employer contribution / active EE | $2,900 | $1,988+45.9% | $3,323-12.7% | $1,882+54.1% |
| Participant deferral / active EE | $2,873 | $2,570+11.8% | $3,652-21.3% | $3,022-4.9% |
| Admin fee / account holder | $60 | $1,103-94.6% | $5,300-98.9% | $592-89.9% |