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 Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,567 |
ELLWOOD ASSOCIATES5 years Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 28 · EIN 36-3121777 | Investment Management | $10,942 |
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 | $143,787 | $100,801+42.6% | $149,745-4.0% | $73,412+95.9% |
| Participation rate | 91.4% | 77.7%+13.7pp | 82.5%+8.9pp | 72.2%+19.2pp |
| Annual return | 16.02% | 265.34%-249.3pp | 276.72%-260.7pp | 59.30%-43.3pp |
| Employer contribution / active EE | $1,263 | $3,312-61.9% | $4,646-72.8% | $2,234-43.5% |
| Participant deferral / active EE | $10,154 | $6,404+58.5% | $6,843+48.4% | $3,806+166.8% |
| Admin fee / account holder | $167 | $181-7.6% | $9,312-98.2% | $158+5.8% |