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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $991,316 |
Filed as: PUTNAM INVESTOR SERVICES, INC. Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $154,667 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 26 · EIN 36-3297908 | Advisory (Participants) | $21,485 |
Service code 26 · EIN 27-5348624 | Advisory (Participants) | $21,173 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $15,198 |
Service code 26 · EIN 82-3052014 | Advisory (Participants) | $9,903 |
Filed as: STEELPEAK WEALTH Service code 26 · EIN 46-1173026 | Advisory (Participants) | $8,442 |
BETA WEALTH GROUP INC3 years Service code 26 · EIN 27-1460633 | Advisory (Participants) | $8,346 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 59 | Shareholder Servicing | $33 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,910 | $171,796-38.4% | $111,319-4.9% | $106,520-0.6% |
| Participation rate | 93.5% | 88.6%+4.9pp | 77.3%+16.2pp | 71.3%+22.2pp |
| Annual return | 24.06% | 18.62%+5.4pp | 54.68%-30.6pp | 19.28%+4.8pp |
| Employer contribution / active EE | $4,542 | $4,687-3.1% | $2,732+66.3% | $2,840+59.9% |
| Participant deferral / active EE | $7,571 | $7,845-3.5% | $4,488+68.7% | $4,948+53.0% |
| Admin fee / account holder | $37 | $69-47.2% | $7,966-99.5% | $75-50.8% |