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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $31,424 |
Filed as: CBIZ INVESTMENT ADVISORY SERVI Service code 28 · EIN 81-3968784 | Investment Management | $24,853 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 28 · EIN 31-0841368 | Investment Management | $23,201 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,836 | $101,653+72.0% | $147,080+18.9% | $74,459+134.8% |
| Participation rate | 86.5% | 75.6%+11.0pp | 82.2%+4.3pp | 67.2%+19.3pp |
| Annual return | 13.43% | 8754.98%-8741.5pp | 420.17%-406.7pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $1,364 | $3,813-64.2% | $4,933-72.3% | $2,626-48.1% |
| Participant deferral / active EE | $9,835 | $7,304+34.6% | $8,066+21.9% | $4,350+126.1% |
| Admin fee / account holder | $563 | $1,752-67.9% | $12,989-95.7% | $1,945-71.1% |