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 15 · EIN 36-4389114 | Recordkeeping | $13,578 |
INDEPENDENT FINANCIAL PARTNERS3+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $7,420 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $2,724 |
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 | $36,464 | $67,606-46.1% | $82,313-55.7% | $70,124-48.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.21% | 21.57%-4.4pp | 25.88%-8.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,093 | $1,755-37.7% | $2,428-55.0% | $2,342-53.3% |
| Participant deferral / active EE | $1,353 | $2,987-54.7% | $3,706-63.5% | $3,332-59.4% |
| Admin fee / account holder | $210 | $4,512-95.3% | $5,608-96.3% | $4,645-95.5% |