Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $50,052 |
RMR WEALTH BUILDERS INC1 year Filed as: RMR WEALTH BUILDERS, INC Service code 27 · EIN 11-2812983 | Advisory (Plan) | $32,599 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,865 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,811 | $55,694-50.1% | $81,882-66.0% | $200,096-86.1% |
| Participation rate | 37.0% | 62.7%-25.6pp | 72.4%-35.4pp | 72.0%-35.0pp |
| Annual return | 16.72% | 19.59%-2.9pp | 779.47%-762.8pp | 34.26%-17.5pp |
| Employer contribution / active EE | $932 | $2,114-55.9% | $2,916-68.0% | $3,038-69.3% |
| Participant deferral / active EE | $2,760 | $3,299-16.3% | $4,323-36.1% | $5,090-45.8% |
| Admin fee / account holder | $118 | $348-66.1% | $7,360-98.4% | $269-56.2% |