Filed March 28, 2018
Total covered: 12 employees
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; Finders... | $101,110 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,193 | $45,000-6.2% | $143,797-70.7% | $77,906-45.8% |
| Participation rate | 69.9% | 66.8%+3.1pp | 80.3%-10.4pp | 73.7%-3.8pp |
| Annual return | -14.81% | 29.03%-43.8pp | -0.04%-14.8pp | 12.16%-27.0pp |
| Employer contribution / active EE | $1,184 | $1,870-36.7% | $4,952-76.1% | $2,846-58.4% |
| Participant deferral / active EE | $2,801 | $3,157-11.3% | $5,638-50.3% | $4,805-41.7% |
| Admin fee / account holder | $43 | $98-56.2% | $14,679-99.7% | $133-67.5% |