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 |
|---|---|---|
WATKINS ROSS3+ years Filed as: WATKINS, ROSS Service code 15 · EIN 38-1477362 | Recordkeeping | $26,581 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $9,464 |
MATHESON FINANCIAL ADVISORS INC3+ years Service code 10 · EIN 20-0431875 | Accounting | $7,640 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST CO Service code 19 · EIN 42-1558009 | Securities Custodian | $6,995 |
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 | $68,903 | $80,753-14.7% | $136,298-49.4% | $62,293+10.6% |
| Participation rate | 94.8% | 73.5%+21.3pp | 81.9%+12.9pp | 69.5%+25.3pp |
| Annual return | 26.47% | 35.83%-9.4pp | 5156.27%-5129.8pp | 28.90%-2.4pp |
| Employer contribution / active EE | $2,074 | $2,884-28.1% | $4,696-55.8% | $2,042+1.5% |
| Participant deferral / active EE | $4,700 | $5,164-9.0% | $6,247-24.8% | $3,169+48.3% |
| Admin fee / account holder | $200 | $525-62.0% | $9,244-97.8% | $479-58.4% |