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 |
|---|---|---|
PFG6+ years Service code 14 · EIN 42-0127290 | Plan Administrator | $24,088 |
Service code 15 · EIN 32-0469227 | Recordkeeping | $16,061 |
STERN BROTHERS1 year Service code 34 · EIN 43-1749095 | Consulting fees; Valuation (appraisal... | $10,500 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,193 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $132,384 | $91,517+44.7% | $101,271+30.7% | $73,412+80.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 8.21% | 17.17%-9.0pp | 46.48%-38.3pp | 59.30%-51.1pp |
| Employer contribution / active EE | $2,571 | $2,877-10.6% | $3,660-29.8% | $2,234+15.1% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $145 | $216-32.8% | $5,948-97.6% | $158-8.2% |