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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 28 · EIN 95-4660745 | Investment Management | $214,577 |
QCM LLC2+ years Service code 26 · EIN 20-8178659 | Advisory (Participants) | $26,291 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,603 |
BPM LLP2+ years Filed as: BURR PILGER MAYER, INC. Service code 10 · EIN 26-3839190 | Accounting | $20,000 |
HC ADVISORS LLC2+ years Service code 26 · EIN 46-0737857 | Advisory (Participants) | $17,537 |
LITMAN GREGORY FUND ADVISORS LLC2+ years Filed as: LITMAN GREGORY ASSET MANAGEMENT Service code 26 · EIN 68-0362255 | Advisory (Participants) | $17,443 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $12,582 |
Filed as: INDEX FUND ADVISORS INC Service code 26 · EIN 46-3096907 | Advisory (Participants) | $12,416 |
Filed as: NEW ENGLAND PRIVATE WEALTH ADV Service code 26 · EIN 20-2021915 | Advisory (Participants) | $10,000 |
LAUREL WEALTH ADVISORS1 year Filed as: LAUREL WEALTH ADVISORS LLC Service code 26 · EIN 56-2159865 | Advisory (Participants) | $5,414 |
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 | $169,179 | $85,635+97.6% | $123,894+36.6% | $63,975+164.4% |
| Participation rate | 95.8% | 74.9%+20.9pp | 81.4%+14.4pp | 71.1%+24.7pp |
| Annual return | 8.76% | 15.74%-7.0pp | 47.52%-38.8pp | 48.65%-39.9pp |
| Employer contribution / active EE | $9,254 | $3,076+200.8% | $4,617+100.4% | $2,182+324.2% |
| Participant deferral / active EE | $8,835 | $5,667+55.9% | $5,984+47.6% | $3,356+163.2% |
| Admin fee / account holder | $119 | $75+59.4% | $8,357-98.6% | $70+69.5% |