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 12 · EIN 84-1477138 | Claims processing; Participant commun... | $7,080 |
CERITY PARTNERS3 years Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $2,612 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Trustee (directed); Shareholder servi... | $1,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,659 | $51,288-22.7% | $81,991-51.6% | $73,412-46.0% |
| Participation rate | 31.5% | 64.0%-32.5pp | 69.3%-37.8pp | 72.2%-40.7pp |
| Annual return | 15.79% | 29.48%-13.7pp | 41.31%-25.5pp | 59.30%-43.5pp |
| Employer contribution / active EE | $264 | $1,487-82.2% | $2,498-89.4% | $2,234-88.2% |
| Participant deferral / active EE | $1,179 | $2,715-56.6% | $3,722-68.3% | $3,806-69.0% |
| Admin fee / account holder | $32 | $125-74.1% | $5,665-99.4% | $158-79.5% |