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 59 · EIN 94-1737782 | Shareholder Servicing | $24,893 |
TRI-AD ACTUARIES, INC.6 years Service code 13 · EIN 95-2887986 | Contract Administrator | $10,979 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,825 | $41,151+120.7% | $80,648+12.6% | $71,529+27.0% |
| Participation rate | 99.3% | 50.2%+49.1pp | 67.0%+32.3pp | 67.9%+31.4pp |
| Annual return | 16.72% | 38.49%-21.8pp | 937.21%-920.5pp | 28.97%-12.3pp |
| Employer contribution / active EE | $1,007 | $1,513-33.4% | $2,724-63.0% | $2,590-61.1% |
| Participant deferral / active EE | $6,061 | $2,700+124.5% | $4,443+36.4% | $4,291+41.2% |
| Admin fee / account holder | $194 | $1,842-89.5% | $5,382-96.4% | $1,588-87.8% |