Filed January 22, 2018
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 |
|---|---|---|
MILLIMAN, INC.7 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $50,185 |
CAPIN CROUSE LLP10+ years Filed as: CAPIN CROUSE, LLP Service code 10 · EIN 36-3990892 | Accounting | $17,700 |
MERCER6 years Filed as: MERCER INVESTMENT CONSULTANTS Service code 16 · EIN 13-2834414 | Consulting | $16,474 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO., INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,667 | $44,398-3.9% | $103,693-58.9% | $65,191-34.6% |
| Participation rate | 90.1% | 54.3%+35.9pp | 72.6%+17.5pp | 63.0%+27.1pp |
| Annual return | 12.91% | 325.62%-312.7pp | 47.61%-34.7pp | 51.24%-38.3pp |
| Employer contribution / active EE | $2,700 | $1,702+58.6% | $2,920-7.6% | $2,400+12.5% |
| Participant deferral / active EE | $3,652 | $1,797+103.2% | $4,579-20.2% | $2,671+36.7% |
| Admin fee / account holder | $190 | $856-77.8% | $7,858-97.6% | $907-79.0% |