Filed December 19, 2024
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 |
|---|---|---|
Filed as: ALLIANCE PENSION CONSULTANTS Service code 15 · EIN 36-4389114 | Recordkeeping | $19,582 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Trustee (directed); Trustee (bank, tr... | $7,781 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,628 | $79,223-34.8% | $102,460-49.6% | $74,478-30.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 13.52% | 54.98%-41.5pp | 29.47%-16.0pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $2,550 | $2,363+7.9% | $3,025-15.7% | $2,626-2.9% |
| Participant deferral / active EE | $4,057 | $4,417-8.1% | $5,056-19.8% | $4,350-6.7% |
| Admin fee / account holder | $58 | $2,003-97.1% | $9,460-99.4% | $1,946-97.0% |