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 | $16,892 |
FINLEY & COOK2 years Filed as: FINLEY AND COOK PLLC Service code 10 · EIN 73-0604334 | Accounting | $10,333 |
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 | $66,609 | $95,776-30.5% | $162,185-58.9% | $77,775-14.4% |
| Participation rate | 86.8% | 88.6%-1.9pp | 87.6%-0.8pp | 73.2%+13.6pp |
| Annual return | 25.62% | 37.03%-11.4pp | 115.61%-90.0pp | 32.58%-7.0pp |
| Employer contribution / active EE | $2,922 | $3,874-24.6% | $5,613-47.9% | $2,504+16.7% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $17 | $88-80.8% | $10,844-99.8% | $100-83.2% |