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 |
|---|---|---|
NYHART4 years Service code 11 · EIN 35-0966414 | Actuarial | $65,180 |
Service code 50 2133 LURAY AVENUE · CINCINNATI, OH 45206 | Direct Payment | $21,137 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Cu... | $18,206 |
CHARLES SCHWAB & CO., INC.3 years Filed as: REA AND ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $14,700 |
Service code 27 2133 LURAY AVENUE · CINCINNATI, OH 45206 | Advisory (Plan) | $14,532 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $104,068-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.6%-52.6pp | 0.0%0pp |
| Annual return | -14.18% | 2.77%-16.9pp | -10.12%-4.1pp | 2.77%-16.9pp |
| Employer contribution / active EE | $16,437 | $15,262+7.7% | $47,166-65.2% | $15,262+7.7% |
| Participant deferral / active EE | $0 | $691-100.0% | $492-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $4,025-100.0% | $1,015-100.0% |