Filed December 27, 2024
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 |
|---|---|---|
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 | $105,248+157.6% | $147,318+84.0% | $71,012+281.8% |
| Participation rate | 98.7% | 66.1%+32.5pp | 82.1%+16.6pp | 58.6%+40.1pp |
| Annual return | 16.37% | 26.02%-9.6pp | 70.43%-54.1pp | 37.67%-21.3pp |
| Employer contribution / active EE | $9,688 | $3,785+155.9% | $4,593+110.9% | $2,348+312.6% |
| Participant deferral / active EE | $13,179 | $6,452+104.3% | $7,906+66.7% | $3,246+306.0% |
| Admin fee / account holder | $143 | $862-83.4% | $13,708-99.0% | $1,167-87.7% |