Filed July 9, 2020 (most recent of 3 filings on file)
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 12 · EIN 13-3689044 | Direct payment from the plan; Float r... | $143,194 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RETIREMENT SERVICES Service code 16 · EIN 35-2467663 | Consulting | $38,223 |
Filed as: BLUE PRAIRIE GROUP LLC Service code 16 · EIN 76-0701903 | Consulting | $18,555 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,300 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $119,738 | $204,517-41.5% | $69,464+72.4% | $77,775+54.0% |
| Participation rate | 68.3% | 74.6%-6.3pp | 74.6%-6.3pp | 73.2%-4.9pp |
| Annual return | 18.96% | 22.10%-3.1pp | 28.98%-10.0pp | 32.58%-13.6pp |
| Employer contribution / active EE | $4,575 | $3,548+29.0% | $2,779+64.6% | $2,504+82.7% |
| Participant deferral / active EE | $3,903 | $3,478+12.2% | $3,536+10.4% | $3,966-1.6% |
| Admin fee / account holder | $147 | $101+46.7% | $3,840-96.2% | $100+47.4% |