See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
STANDARD VALUATIONS1 year Filed as: STANDARD VALUATIONS,INC Service code 28 · EIN 41-1327339 | Investment Management | $16,000 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,847 |
SUTTLE & STALNAKER, PLLC5+ years Filed as: SUTTLE & STALNAKER PLLC Service code 10 · EIN 55-0538163 | Accounting | $14,432 |
Filed as: TRAVELERS CASUALTY & SURETY COMPANY Service code 28 · EIN 06-6033504 | Investment Management | $8,907 |
Service code 28 · EIN 23-7327917 | Investment Management | $8,550 |
JOHN F. DASCOLI, PLLC4+ years Service code 29 · EIN 20-5780253 | Legal | $8,425 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,672 | $66,601+1.6% | $92,893-27.2% | $67,579+0.1% |
| Participation rate | 62.1% | 72.5%-10.4pp | 76.0%-13.9pp | 71.3%-9.2pp |
| Annual return | 16.43% | 92.58%-76.1pp | 109.41%-93.0pp | 378.56%-362.1pp |
| Employer contribution / active EE | $4,614 | $2,775+66.2% | $3,653+26.3% | $2,148+114.8% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $201 | $199+1.0% | $5,794-96.5% | $142+41.2% |