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 |
|---|---|---|
THE PFE GROUP2+ years Filed as: PFE CONSULTANTS, INC. Service code 28 · EIN 04-3549179 | Investment Management | $27,987 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $16,195 |
THE PFE GROUP1 year Filed as: PFE ADVISORS, INC. Service code 28 · EIN 71-1036677 | Investment Management | $13,428 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $938 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $8 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $126,870 | $80,177+58.2% | $123,894+2.4% | $57,661+120.0% |
| Participation rate | 97.8% | 74.4%+23.4pp | 81.4%+16.4pp | 70.2%+27.6pp |
| Annual return | 8.77% | 17.90%-9.1pp | 47.52%-38.7pp | 5.13%+3.6pp |
| Employer contribution / active EE | $3,729 | $2,913+28.0% | $4,617-19.2% | $1,974+88.9% |
| Participant deferral / active EE | $11,536 | $5,130+124.9% | $5,984+92.8% | $3,061+276.9% |
| Admin fee / account holder | $52 | $106-50.7% | $8,357-99.4% | $95-44.6% |