Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 59 · EIN 20-5254349 2601 31ST STREET, SUITE 200 · BOULDER, CO 80301 | Shareholder Servicing | $24,884 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Other fees; Sub-transfer agency fees;... | $4,941 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 99 | Other Fees | $1,329 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,644 | $60,454-57.6% | $81,844-68.7% | $74,459-65.6% |
| Participation rate | 96.9% | 63.0%+33.9pp | 72.4%+24.5pp | 67.2%+29.7pp |
| Annual return | 19.79% | 16.87%+2.9pp | 778.87%-759.1pp | 1369.70%-1349.9pp |
| Employer contribution / active EE | $5,128 | $2,630+95.0% | $2,916+75.8% | $2,626+95.3% |
| Participant deferral / active EE | $11,497 | $3,398+238.3% | $4,323+165.9% | $4,350+164.3% |
| Admin fee / account holder | $97 | $1,490-93.5% | $7,355-98.7% | $1,945-95.0% |