Filed May 6, 2017
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $29 |
AMERICAN CENTURY3 years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS6+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,571 | $55,636-7.3% | $81,991-37.1% | $73,493-29.8% |
| Participation rate | 100.0% | 62.3%+37.7pp | 69.3%+30.7pp | 70.7%+29.3pp |
| Annual return | 13.03% | 19.07%-6.0pp | 41.31%-28.3pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,747 | $1,625+7.5% | $2,498-30.1% | $2,270-23.0% |
| Participant deferral / active EE | $3,025 | $2,762+9.5% | $3,722-18.7% | $3,740-19.1% |
| Admin fee / account holder | $26 | $493-94.8% | $5,665-99.5% | $513-95.0% |