Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.4 years Service code 13 · EIN 95-2887986 | Contract Administrator | $42,022 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,650 | $56,540-36.9% | $185,851-80.8% | $86,821-58.9% |
| Participation rate | 93.5% | 65.5%+27.9pp | 81.7%+11.7pp | 72.3%+21.2pp |
| Annual return | 9.91% | 118.20%-108.3pp | 122.11%-112.2pp | 97.94%-88.0pp |
| Employer contribution / active EE | $1,184 | $1,844-35.8% | $5,168-77.1% | $2,406-50.8% |
| Participant deferral / active EE | $3,671 | $2,555+43.7% | $5,569-34.1% | $4,132-11.1% |
| Admin fee / account holder | $107 | $150-28.2% | $16,245-99.3% | $170-36.6% |