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| Provider | Service type | Compensation |
|---|---|---|
ACCEL WEALTH MANAGEMENT7 years Filed as: THE ACCEL GROUP Service code 27 · EIN 47-2112548 | Advisory (Plan) | $19,776 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $19,173 |
CHARLES SCHWAB & CO., INC.11+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $167,415-100.0% | $140,514-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 80.9%-80.9pp | 77.8%-77.8pp | 82.4%-82.4pp |
| Annual return | -97.22% | 13.85%-111.1pp | 14.36%-111.6pp | 202.70%-299.9pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |