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 |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC3+ years Service code 11 · EIN 11-2836994 | Actuarial | $397,535 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $87,404 |
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 | $108,247 | $88,874+21.8% | $123,553-12.4% | $75,289+43.8% |
| Participation rate | 85.9% | 75.9%+10.1pp | 82.3%+3.6pp | 72.4%+13.5pp |
| Annual return | 19.92% | 4.22%+15.7pp | 119.21%-99.3pp | -0.04%+20.0pp |
| Employer contribution / active EE | $2,358 | $3,256-27.6% | $4,628-49.1% | $2,405-2.0% |
| Participant deferral / active EE | $6,844 | $6,174+10.9% | $6,426+6.5% | $3,739+83.1% |
| Admin fee / account holder | $71 | $95-24.7% | $9,284-99.2% | $102-30.5% |