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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $17,716 |
STANDARD VALUATIONS2+ years Filed as: STANDARD VALUATIONS INC. Service code 28 · EIN 41-1327339 | Investment Management | $16,000 |
SUTTLE & STALNAKER, PLLC2+ years Filed as: SUTTLE & STALNAKER PLLC Service code 10 · EIN 55-0538163 | Accounting | $13,682 |
Service code 28 · EIN 23-7327917 | Investment Management | $11,400 |
PEOPLES BANK1 year Filed as: PEOPLES BANK NATIONAL ASSOCIATION Service code 13 · EIN 31-1398962 | Contract Administrator | $9,687 |
JOHN F. DASCOLI, PLLC1 year Service code 29 · EIN 20-5780253 | Legal | $7,573 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,740 | $57,921-7.2% | $84,753-36.6% | $57,658-6.8% |
| Participation rate | 69.4% | 72.9%-3.6pp | 76.6%-7.2pp | 70.2%-0.9pp |
| Annual return | 4.93% | 10.24%-5.3pp | 22.78%-17.9pp | 5.13%-0.2pp |
| Employer contribution / active EE | $3,246 | $2,598+24.9% | $3,574-9.2% | $1,974+64.5% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $221 | $130+70.3% | $5,333-95.9% | $95+133.6% |