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 |
|---|---|---|
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORPORATION Service code 28 · EIN 06-1685865 | Investment Management | $45,000 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,240 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $219,924 | $62,324+252.9% | $68,509+221.0% | $55,191+298.5% |
| Participation rate | 95.9% | 78.9%+17.0pp | 74.7%+21.2pp | 69.2%+26.7pp |
| Annual return | 0.35% | 4.26%-3.9pp | 8.27%-7.9pp | 10.78%-10.4pp |
| Employer contribution / active EE | $5,056 | $2,223+127.4% | $2,278+121.9% | $1,899+166.3% |
| Participant deferral / active EE | $11,215 | $3,425+227.5% | $3,382+231.6% | $3,046+268.2% |
| Admin fee / account holder | $111 | $91+21.1% | $5,275-97.9% | $91+21.9% |