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 | $41,139 |
MONETA GROUP LLC5 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $29,738 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,356 |
CHARLES SCHWAB & CO., INC.6 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,270 | $50,554+80.5% | $67,681+34.9% | $87,485+4.3% |
| Participation rate | 89.2% | 67.7%+21.4pp | 73.7%+15.4pp | 68.9%+20.2pp |
| Annual return | 10.16% | 17.81%-7.7pp | 590.58%-580.4pp | 26.06%-15.9pp |
| Employer contribution / active EE | $3,244 | $1,988+63.1% | $2,678+21.1% | $2,596+25.0% |
| Participant deferral / active EE | $7,615 | $2,961+157.2% | $3,976+91.5% | $4,274+78.2% |
| Admin fee / account holder | $351 | $4,132-91.5% | $6,100-94.2% | $7,775-95.5% |