Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Par... | $41,710 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,288 | $79,151+21.7% | $60,906+58.1% | $64,819+48.5% |
| Participation rate | 87.7% | 77.7%+10.0pp | 73.1%+14.6pp | 71.5%+16.3pp |
| Annual return | -14.19% | -7.12%-7.1pp | 16.94%-31.1pp | 32.84%-47.0pp |
| Employer contribution / active EE | $2,147 | $3,052-29.7% | $2,703-20.6% | $2,507-14.3% |
| Participant deferral / active EE | $5,791 | $3,727+55.4% | $3,814+51.8% | $4,311+34.3% |
| Admin fee / account holder | $38 | $106-64.0% | $3,227-98.8% | $188-79.7% |