Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $121,870 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 · EIN 94-1737782 | Securities Custodian | $9,646 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,314 |
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 | $18,148 | $106,520-83.0% | $124,693-85.4% | $106,520-83.0% |
| Participation rate | 75.8% | 71.3%+4.5pp | 74.6%+1.2pp | 71.3%+4.5pp |
| Annual return | 46.90% | 19.28%+27.6pp | 5144.19%-5097.3pp | 19.28%+27.6pp |
| Employer contribution / active EE | $1,716 | $2,840-39.6% | $3,324-48.4% | $2,840-39.6% |
| Participant deferral / active EE | $0 | $4,948-100.0% | $4,615-100.0% | $4,948-100.0% |
| Admin fee / account holder | $10 | $75-85.9% | $7,494-99.9% | $75-85.9% |