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 |
|---|---|---|
USI CONSULTING GROUP6+ years Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Consult... | $19,144 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $48 |
Service code 18 · EIN 94-1737782 | Account maintenance fees; Recordkeepi... | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
TIAA1 year Filed as: TIAA INVESTMENTS Service code 62 · EIN 13-1624203 | Float revenue | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,899 | $74,706+61.8% | $75,731+59.6% | $79,389+52.3% |
| Participation rate | 78.2% | 75.3%+2.8pp | 74.8%+3.4pp | 70.7%+7.5pp |
| Annual return | 27.80% | 18.52%+9.3pp | 104.65%-76.9pp | 116.89%-89.1pp |
| Employer contribution / active EE | $5,959 | $2,590+130.1% | $2,743+117.2% | $2,428+145.4% |
| Participant deferral / active EE | $5,071 | $3,533+43.5% | $3,820+32.8% | $4,046+25.3% |
| Admin fee / account holder | $48 | $374-87.2% | $3,620-98.7% | $626-92.3% |