Filed May 17, 2024
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 |
|---|---|---|
CLAYTON FINANCIAL GROUP, LLC5 years Service code 27 · EIN 47-3829020 | Advisory (Plan) | $35,806 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $30,507 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,322 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,176 | $78,529+69.6% | $105,591+26.1% | $74,400+79.0% |
| Participation rate | 98.3% | 72.8%+25.5pp | 75.3%+23.1pp | 67.2%+31.1pp |
| Annual return | 10.53% | 15.94%-5.4pp | 116.43%-105.9pp | 1367.51%-1357.0pp |
| Employer contribution / active EE | $5,281 | $2,522+109.4% | $3,166+66.8% | $2,624+101.2% |
| Participant deferral / active EE | $7,279 | $4,321+68.4% | $5,008+45.3% | $4,348+67.4% |
| Admin fee / account holder | $436 | $2,216-80.3% | $11,024-96.0% | $1,944-77.6% |