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 |
|---|---|---|
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $16,078 |
SIKICH LLP3+ years Service code 10 · EIN 36-3168081 | Accounting | $10,300 |
TRAVERSE PLANNING1 year Filed as: TRAVERSE PARTNERS LLC Service code 26 · EIN 41-2188524 | Advisory (Participants) | $6,341 |
Filed as: SCHWAB RETIREMENT PLAN SERVICE, INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,056 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,355 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $177,161 | $71,192+148.8% | $117,861+50.3% | $62,293+184.4% |
| Participation rate | 97.9% | 74.2%+23.6pp | 79.7%+18.2pp | 69.5%+28.3pp |
| Annual return | 16.25% | 18.66%-2.4pp | 335.11%-318.9pp | 28.90%-12.6pp |
| Employer contribution / active EE | $4,434 | $1,934+129.3% | $3,786+17.1% | $2,042+117.1% |
| Participant deferral / active EE | $7,598 | $3,189+138.3% | $4,482+69.5% | $3,169+139.8% |
| Admin fee / account holder | $144 | $587-75.5% | $8,021-98.2% | $479-70.0% |