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., LLC2+ years Service code 11 · EIN 11-2836994 | Actuarial | $20,766 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,460 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $62,431 | $56,171+11.1% | $108,745-42.6% | $55,167+13.2% |
| Participation rate | 70.4% | 70.7%-0.3pp | 77.7%-7.3pp | 69.0%+1.4pp |
| Annual return | 9.28% | 214.86%-205.6pp | 46.22%-36.9pp | 169.23%-159.9pp |
| Employer contribution / active EE | $1,565 | $2,153-27.3% | $3,323-52.9% | $1,963-20.3% |
| Participant deferral / active EE | $4,574 | $3,437+33.1% | $5,121-10.7% | $3,054+49.7% |
| Admin fee / account holder | $75 | $302-75.2% | $6,144-98.8% | $504-85.2% |