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 |
|---|---|---|
Filed as: TORTOISE INVESTMENT MANAGEMENT Service code 26 · EIN 20-1723529 | Advisory (Participants) | $54,565 |
Service code 26 · EIN 95-4670255 | Advisory (Participants) | $34,953 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $4,573 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $496,336 | $106,230+367.2% | $147,080+237.5% | $77,736+538.5% |
| Participation rate | 98.1% | 78.4%+19.7pp | 82.2%+15.9pp | 70.6%+27.5pp |
| Annual return | 14.01% | 56.91%-42.9pp | 420.17%-406.2pp | 31.26%-17.3pp |
| Employer contribution / active EE | $20,428 | $4,072+401.6% | $4,933+314.1% | $2,728+648.9% |
| Participant deferral / active EE | $17,599 | $8,001+120.0% | $8,066+118.2% | $4,651+278.4% |
| Admin fee / account holder | $199 | $338-41.1% | $12,989-98.5% | $433-54.0% |