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 |
|---|---|---|
CAMBRIDGE WEALTH ADVISORS1+ years Filed as: CAMBRIDGE WEALTH ADVISORS, INC. Service code 28 · EIN 27-0397626 | Investment Management | $36,567 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $13,332 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $2,542 |
CHARLES SCHWAB & CO., INC.1+ 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.
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.
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 | $40,517 | $70,002-42.1% | $115,038-64.8% | $52,331-22.6% |
| Participation rate | 49.0% | 72.1%-23.1pp | 81.4%-32.4pp | 68.1%-19.1pp |
| Annual return | -2.20% | 4.04%-6.2pp | 26.14%-28.3pp | 4.54%-6.7pp |
| Employer contribution / active EE | $1,249 | $2,715-54.0% | $4,608-72.9% | $1,882-33.6% |
| Participant deferral / active EE | $2,602 | $4,920-47.1% | $6,026-56.8% | $3,022-13.9% |
| Admin fee / account holder | $527 | $566-6.9% | $8,175-93.6% | $592-10.9% |