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 | $65,738 |
MONETA GROUP LLC3 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $64,305 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $12,922 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,086 | $65,437+132.4% | $86,698+75.4% | $66,949+127.2% |
| Participation rate | 82.2% | 75.5%+6.7pp | 76.6%+5.6pp | 69.8%+12.4pp |
| Annual return | -16.89% | -10.91%-6.0pp | 35.96%-52.9pp | 1.57%-18.5pp |
| Employer contribution / active EE | $3,790 | $2,154+76.0% | $2,837+33.6% | $2,545+48.9% |
| Participant deferral / active EE | $6,745 | $4,102+64.4% | $4,656+44.8% | $4,239+59.1% |
| Admin fee / account holder | $711 | $642+10.7% | $7,492-90.5% | $594+19.7% |