Filed May 4, 2018
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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 16 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Consulting | $51,257 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $2,380 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,078 |
Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $112,802 | $75,183+50.0% | $123,894-9.0% | $55,167+104.5% |
| Participation rate | 70.6% | 72.8%-2.3pp | 81.4%-10.8pp | 69.0%+1.6pp |
| Annual return | 10.42% | 19.01%-8.6pp | 47.52%-37.1pp | 169.23%-158.8pp |
| Employer contribution / active EE | $1,178 | $2,823-58.3% | $4,617-74.5% | $1,963-40.0% |
| Participant deferral / active EE | $5,525 | $5,084+8.7% | $5,984-7.7% | $3,054+80.9% |
| Admin fee / account holder | $9 | $663-98.6% | $8,357-99.9% | $504-98.1% |