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: PRIME CAPITAL INVESTMENT ADVIS Service code 28 · EIN 82-1364595 | Investment Management | $13,750 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $9,541 |
WEINSTEIN ZUGMAN, LLC4+ years Filed as: WEINSTEIN SPIRA & COMPANY PC Service code 10 · EIN 74-2181616 | Accounting | $5,000 |
Filed as: CHARLES SCHWAB & CO. INC & AFFILIAT Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $111,324 | $64,311+73.1% | $110,243+1.0% | $75,289+47.9% |
| Participation rate | 76.7% | 79.3%-2.5pp | 79.8%-3.1pp | 72.4%+4.3pp |
| Annual return | -4.45% | -1.74%-2.7pp | 314.76%-319.2pp | -0.04%-4.4pp |
| Employer contribution / active EE | $4,094 | $2,404+70.3% | $3,827+7.0% | $2,405+70.2% |
| Participant deferral / active EE | $6,115 | $3,892+57.1% | $4,672+30.9% | $3,739+63.5% |
| Admin fee / account holder | $23 | $88-73.5% | $8,548-99.7% | $102-77.3% |