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 |
|---|---|---|
CITIZENS BANK1 year Filed as: CITIZENS BUSINESS BANK Service code 28 · EIN 38-0421450 | Investment Management | $197,627 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $140,476 |
QCM LLC4+ years Service code 26 · EIN 20-8178659 | Advisory (Participants) | $34,012 |
BPM LLP4+ years Filed as: BURR PILGER MAYER, INC. Service code 10 · EIN 26-3839190 | Accounting | $25,505 |
HC ADVISORS LLC4+ years Service code 26 · EIN 46-0737857 | Advisory (Participants) | $22,484 |
KRILOGY FINANCIAL LLC2 years Service code 26 · EIN 26-3835498 | Advisory (Participants) | $19,829 |
LITMAN GREGORY FUND ADVISORS LLC4+ years Filed as: LITMAN GREGORY ASSET MANAGEMENT Service code 26 · EIN 68-0362255 | Advisory (Participants) | $18,900 |
Filed as: INDEX FUND ADVISORS INC Service code 26 · EIN 46-3096907 | Advisory (Participants) | $15,224 |
Filed as: DINUZZO INDEX ADVISORS INC Service code 26 · EIN 23-2934855 | Advisory (Participants) | $10,306 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $10,160 |
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 | $197,734 | $88,874+122.5% | $123,553+60.0% | $75,289+162.6% |
| Participation rate | 94.5% | 75.9%+18.6pp | 82.3%+12.2pp | 72.4%+22.1pp |
| Annual return | -5.25% | 4.22%-9.5pp | 119.21%-124.5pp | -0.04%-5.2pp |
| Employer contribution / active EE | $9,875 | $3,256+203.3% | $4,628+113.4% | $2,405+310.6% |
| Participant deferral / active EE | $9,271 | $6,174+50.2% | $6,426+44.3% | $3,739+148.0% |
| Admin fee / account holder | $187 | $95+97.6% | $9,284-98.0% | $102+82.7% |