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 15 · EIN 16-1450952 | Recordkeeping | $68,964 |
MONETA GROUP LLC5 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $36,979 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $23,901 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $14,187 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,132 | $50,919+45.6% | $155,556-52.3% | $77,762-4.7% |
| Participation rate | 94.3% | 63.1%+31.2pp | 78.2%+16.0pp | 70.6%+23.7pp |
| Annual return | 13.52% | 34.84%-21.3pp | 64.84%-51.3pp | 31.27%-17.7pp |
| Employer contribution / active EE | $1,338 | $1,991-32.8% | $4,675-71.4% | $2,728-50.9% |
| Participant deferral / active EE | $8,466 | $2,824+199.8% | $5,631+50.4% | $4,651+82.0% |
| Admin fee / account holder | $291 | $437-33.3% | $15,885-98.2% | $433-32.7% |