Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FRONTICA BUSINESS SOLUTIONS INC.1+ years Service code 14 · EIN 47-1069923 | Plan Administrator | $99,427 |
MPC CAPITAL ADVISORS LLC1+ years Filed as: MPC CAPITAL ADVISORS, LLC Service code 28 · EIN 27-2136582 | Investment Management | $41,965 |
GARY A NAGLER PLLC1+ years Filed as: GARY A. NAGLER & ASSOCIATES, PLLC Service code 29 · EIN 76-0622745 | Legal | $27,884 |
PKF O'CONNOR DAVIES, LLP1+ years Filed as: PANNELL KERR FORSTER OF TEXAS, P.C. Service code 10 · EIN 76-0356844 | Accounting | $20,990 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES CO. Service code 13 · EIN 74-2279754 | Contract Administrator | $13,712 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $8,669 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $950 |
Service code 23 · EIN 47-1463271 | Insurance services | $452 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,136 | $88,324-3.6% | $115,038-26.0% | $55,191+54.3% |
| Participation rate | 96.9% | 72.5%+24.3pp | 81.4%+15.5pp | 69.2%+27.7pp |
| Annual return | -16.51% | 6.30%-22.8pp | 26.14%-42.7pp | 10.78%-27.3pp |
| Employer contribution / active EE | $7,874 | $2,805+180.7% | $4,608+70.9% | $1,899+314.7% |
| Participant deferral / active EE | $10,478 | $5,042+107.8% | $6,026+73.9% | $3,046+244.0% |
| Admin fee / account holder | $168 | $105+59.0% | $8,175-98.0% | $91+84.6% |