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 | $56,927 |
MONETA GROUP LLC1 year Service code 27 · EIN 20-1903821 | Advisory (Plan) | $50,048 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $14,333 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967529 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,757 | $99,957+89.8% | $149,730+26.7% | $73,493+158.2% |
| Participation rate | 91.6% | 75.7%+15.9pp | 82.5%+9.1pp | 70.7%+20.9pp |
| Annual return | 14.17% | 53.87%-39.7pp | 276.70%-262.5pp | 28.51%-14.3pp |
| Employer contribution / active EE | $4,969 | $3,191+55.7% | $4,645+7.0% | $2,270+118.9% |
| Participant deferral / active EE | $5,932 | $6,073-2.3% | $6,843-13.3% | $3,740+58.6% |
| Admin fee / account holder | $505 | $551-8.4% | $9,310-94.6% | $513-1.7% |