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 47-0098400 | Foreign entity (e.g., an agent or bro... | $35,572 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,925 |
CLEAR ASSET MANAGEMENT1 year Service code 27 · EIN 26-0256183 | Advisory (Plan) | $9,300 |
Service code 27 · EIN 35-2569659 | Advisory (Plan) | $9,052 |
Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30 | $110,240-100.0% | $96,544-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | 12.00% | 26.41%-14.4pp | 25.88%-13.9pp | 373.84%-361.8pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $925 | $11,602-92.0% | $8,254-88.8% | $11,407-91.9% |