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 |
|---|---|---|
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP - NCS Service code 15 · EIN 41-1737003 | Recordkeeping | $25,726 |
BAM ADVISOR SERVICES2+ years Service code 26 · EIN 20-8307105 | Advisory (Participants) | $16,861 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $3,571 |
Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $1,027 |
Employer contribution per participant 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 | $19,902 | $37,044-46.3% | $71,796-72.3% | $57,658-65.5% |
| Participation rate | 84.0% | 61.1%+22.9pp | 69.1%+14.9pp | 70.2%+13.8pp |
| Annual return | 10.67% | 12.64%-2.0pp | 78.04%-67.4pp | 5.13%+5.5pp |
| Employer contribution / active EE | $43 | $720-94.0% | $1,924-97.8% | $1,974-97.8% |
| Participant deferral / active EE | $1,385 | $1,974-29.8% | $2,794-50.4% | $3,061-54.7% |
| Admin fee / account holder | $147 | $101+45.2% | $4,815-97.0% | $95+55.0% |