Filed December 27, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STEWARD PARTNERS HOLDING LLC DBA ST Service code 27 140 E 45TH ST 36TH FL · NEW YORK, NY 10017 | Advisory (Plan) | $60,000 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,594 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage | $414 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,127 | $110,483+145.4% | $145,433+86.4% | $79,634+240.5% |
| Participation rate | 98.7% | 71.1%+27.6pp | 82.1%+16.5pp | 62.5%+36.2pp |
| Annual return | 16.37% | 24.62%-8.3pp | 66.58%-50.2pp | 36.46%-20.1pp |
| Employer contribution / active EE | $9,688 | $4,053+139.0% | $4,554+112.7% | $2,529+283.0% |
| Participant deferral / active EE | $13,179 | $7,216+82.6% | $7,897+66.9% | $3,835+243.7% |
| Admin fee / account holder | $143 | $680-78.9% | $13,129-98.9% | $1,002-85.7% |