Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $168,867 |
MERCER2+ years Filed as: MERCER (US) INC Service code 11 · EIN 13-2834414 | Actuarial | $130,209 |
AFS ADVISORS, LLC2+ years Service code 28 · EIN 27-4398433 | Investment Management | $31,000 |
WINDHAM BRANNON2+ years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 | Accounting | $17,570 |
HILL WARD HENDERSON2+ years Filed as: HILL WARD HENDERSON PA Service code 29 · EIN 59-2678550 | Legal | $15,679 |
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 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | 8.47% | 7.17%+1.3pp | 7.98%+0.5pp | 7.18%+1.3pp |
| Employer contribution / active EE | $12,690 | $13,444-5.6% | $23,724-46.5% | $13,095-3.1% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |