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 13 · EIN 42-0127290 | Contract Administrator | $52,638 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
PIMCO FUNDS4 years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $0 |
SEI INVESTMENTS2 years Filed as: SEI INVESTMENTS MANAGEMENT CORPO Service code 28 · EIN 04-2452803 | Investment Management | $0 |
SEI INVESTMENTS4 years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $0 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET Service code 18 · EIN 81-4017137 | Investment management; Custodial (sec... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,474 | $122,219+31.3% | $147,096+9.1% | $199,921-19.7% |
| Participation rate | 97.5% | 78.3%+19.2pp | 82.2%+15.3pp | 72.0%+25.5pp |
| Annual return | 15.78% | 30.59%-14.8pp | 419.75%-404.0pp | 34.28%-18.5pp |
| Employer contribution / active EE | $4,415 | $4,096+7.8% | $4,936-10.6% | $3,035+45.4% |
| Participant deferral / active EE | $9,499 | $8,503+11.7% | $8,071+17.7% | $5,089+86.7% |
| Admin fee / account holder | $10 | $179-94.3% | $13,005-99.9% | $269-96.2% |