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 |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 12 · EIN 27-2037969 | Trustee (bank, trust company, or simi... | $28,976 |
STRATEGIC WEALTH PARTNERS3 years Service code 26 11270 W PARK PLACE · MILWAUKEE, WI 53224 | Advisory (Participants) | $27,751 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 20 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Trustee (bank, trust company, or simi... | $9,454 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,954 | $99,201-49.6% | $96,544-48.3% | $74,473-32.9% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.0%+18.7pp | 70.7%+24.0pp |
| Annual return | 17.22% | 22.40%-5.2pp | 25.88%-8.7pp | 34.36%-17.1pp |
| Employer contribution / active EE | $1,743 | $2,570-32.2% | $2,966-41.2% | $2,638-33.9% |
| Participant deferral / active EE | $3,536 | $4,938-28.4% | $4,851-27.1% | $4,530-21.9% |
| Admin fee / account holder | $197 | $225-12.4% | $8,254-97.6% | $347-43.2% |