Filed January 31, 2018 (most recent of 8 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 |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MARSH USA INC Service code 28 · EIN 36-1436000 | Investment Management | $73,521 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $48,727 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $41 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,399 | $121,341+123.7% | $189,545+43.2% | $79,389+241.9% |
| Participation rate | 96.4% | 86.1%+10.3pp | 87.8%+8.6pp | 70.7%+25.7pp |
| Annual return | 12.49% | 21.08%-8.6pp | 555.36%-542.9pp | 116.89%-104.4pp |
| Employer contribution / active EE | $9,371 | $3,915+139.4% | $6,162+52.1% | $2,428+286.0% |
| Participant deferral / active EE | $7,174 | $6,395+12.2% | $8,220-12.7% | $4,046+77.3% |
| Admin fee / account holder | $621 | $651-4.7% | $12,049-94.8% | $626-0.9% |