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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $150,102 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 · EIN 36-4001764 | Consulting | $25,643 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $308 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 | Securities brokerage commissions and ... | $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 | $49,482 | $50,150-1.3% | $149,723-67.0% | $80,169-38.3% |
| Participation rate | 94.8% | 64.3%+30.5pp | 78.8%+16.0pp | 72.9%+21.9pp |
| Annual return | 17.39% | 29.80%-12.4pp | 134.50%-117.1pp | 40.39%-23.0pp |
| Employer contribution / active EE | $1,632 | $1,868-12.6% | $4,821-66.1% | $2,978-45.2% |
| Participant deferral / active EE | $4,796 | $3,195+50.1% | $5,682-15.6% | $5,016-4.4% |
| Admin fee / account holder | $88 | $153-42.4% | $13,215-99.3% | $145-39.4% |