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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $3,107 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $50 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $119,861 | $51,620+132.2% | $90,324+32.7% | $65,186+83.9% |
| Participation rate | 97.3% | 68.6%+28.7pp | 73.3%+24.0pp | 70.2%+27.1pp |
| Annual return | 19.63% | 24.94%-5.3pp | 78.15%-58.5pp | 29.39%-9.8pp |
| Employer contribution / active EE | $10,068 | $2,235+350.6% | $2,856+252.5% | $2,177+362.5% |
| Participant deferral / active EE | $6,043 | $2,871+110.5% | $3,885+55.5% | $3,514+72.0% |
| Admin fee / account holder | $21 | $384-94.4% | $5,356-99.6% | $847-97.5% |