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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $313,314 |
WINDHAM BRANNON5 years Filed as: WINDHAM BRANNON PC Service code 10 · EIN 58-1763439 | Accounting | $17,500 |
AFS ADVISORS, LLC5 years Filed as: AFS ADVISORS LCC Service code 28 · EIN 27-4398433 | Investment Management | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,565 | $136,310-55.6% | $98,462-38.5% | $103,657-41.6% |
| Participation rate | 67.7% | 89.2%-21.6pp | 75.2%-7.5pp | 73.4%-5.7pp |
| Annual return | 18.65% | 19.67%-1.0pp | 21.20%-2.6pp | 33.13%-14.5pp |
| Employer contribution / active EE | $2,152 | $4,714-54.3% | $3,049-29.4% | $3,216-33.1% |
| Participant deferral / active EE | $3,290 | $7,358-55.3% | $4,738-30.6% | $5,218-36.9% |
| Admin fee / account holder | $68 | $76-10.7% | $8,875-99.2% | $114-40.5% |