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 |
|---|---|---|
MARINER LLC6 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $10,110 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,632 | $110,483+45.4% | $145,433+10.5% | $79,634+101.7% |
| Participation rate | 42.7% | 71.1%-28.4pp | 82.1%-39.4pp | 62.5%-19.7pp |
| Annual return | 12.79% | 24.62%-11.8pp | 66.58%-53.8pp | 36.46%-23.7pp |
| Employer contribution / active EE | $0 | $4,053-100.0% | $4,554-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $4,746 | $7,216-34.2% | $7,897-39.9% | $3,835+23.8% |
| Admin fee / account holder | $31 | $680-95.5% | $13,129-99.8% | $1,002-96.9% |