Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 04-1590850 | Securities brokerage; Recordkeeping f... | $30,588 |
Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $20,040 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $20,040 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 52 · EIN 22-2370029 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4625304 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 13-2974999 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 51-0106626 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,591 | $80,753+175.6% | $136,298+63.3% | $62,293+257.3% |
| Participation rate | 98.2% | 73.5%+24.6pp | 81.9%+16.3pp | 69.5%+28.7pp |
| Annual return | 5.54% | 35.83%-30.3pp | 5156.27%-5150.7pp | 28.90%-23.4pp |
| Employer contribution / active EE | $1,425 | $2,884-50.6% | $4,696-69.7% | $2,042-30.2% |
| Participant deferral / active EE | $1,443 | $5,164-72.0% | $6,247-76.9% | $3,169-54.5% |
| Admin fee / account holder | $224 | $525-57.3% | $9,244-97.6% | $479-53.2% |