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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Account maintenance fe... | $61,802 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $100 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $50,350 | $38,925+29.4% | $73,836-31.8% | $55,191-8.8% |
| Participation rate | 94.9% | 66.0%+28.9pp | 73.4%+21.5pp | 69.2%+25.8pp |
| Annual return | 0.39% | 6.31%-5.9pp | 2268.06%-2267.7pp | 10.78%-10.4pp |
| Employer contribution / active EE | $4,022 | $1,695+137.3% | $2,787+44.3% | $1,899+111.8% |
| Participant deferral / active EE | $5,724 | $2,351+143.5% | $3,583+59.8% | $3,046+87.9% |
| Admin fee / account holder | $179 | $83+115.6% | $4,882-96.3% | $91+96.8% |