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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $15,610 |
Service code 26 · EIN 42-1460565 | Advisory (Participants) | $15,129 |
MARTENS & COMPANY, CPA, LLP2 years Service code 10 · EIN 59-3823192 | Accounting | $8,700 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $45,223 | $78,682-42.5% | $109,188-58.6% | $85,851-47.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 32.93% | 25.09%+7.8pp | 25.76%+7.2pp | 318.63%-285.7pp |
| Employer contribution / active EE | $4,054 | $2,734+48.3% | $3,723+8.9% | $2,565+58.0% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $493 | $5,470-91.0% | $6,755-92.7% | $6,261-92.1% |