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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $204,171 |
ALAN J STEINER1 year Service code 28 410 SKYHILL ROAD · ALEXANDRIA, VA 22314 | Investment Management | $81,495 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $56,982 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $18,323 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $3,370 |
Filed as: CHARLES SCHWAB & CO. , INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $50 |
Filed as: MID-ATLANTIC CAPITAL CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $157,083 | $62,543+151.2% | $83,327+88.5% | $55,727+181.9% |
| Participation rate | 99.0% | 78.4%+20.6pp | 77.8%+21.2pp | 70.9%+28.1pp |
| Annual return | -2.53% | 14.85%-17.4pp | 10.64%-13.2pp | 244.94%-247.5pp |
| Employer contribution / active EE | $7,315 | $2,427+201.4% | $3,379+116.5% | $2,078+252.0% |
| Participant deferral / active EE | $8,892 | $5,682+56.5% | $5,565+59.8% | $3,356+165.0% |
| Admin fee / account holder | $186 | $103+80.6% | $7,540-97.5% | $115+61.6% |