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 21 · EIN 39-0394950 | Bank Trustee | $58,648 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,208 | $61,391-11.7% | $149,723-63.8% | $71,529-24.2% |
| Participation rate | 88.3% | 62.5%+25.8pp | 78.8%+9.5pp | 67.9%+20.4pp |
| Annual return | 31.62% | 35.88%-4.3pp | 134.50%-102.9pp | 28.97%+2.6pp |
| Employer contribution / active EE | $2,217 | $2,384-7.0% | $4,821-54.0% | $2,590-14.4% |
| Participant deferral / active EE | $3,592 | $2,921+23.0% | $5,682-36.8% | $4,291-16.3% |
| Admin fee / account holder | $225 | $1,264-82.2% | $13,215-98.3% | $1,588-85.9% |