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.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $138,298 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $18,821 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $376 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,892 | $89,067+26.8% | $102,423+10.2% | $77,714+45.3% |
| Participation rate | 86.0% | 80.9%+5.1pp | 76.5%+9.5pp | 70.6%+15.5pp |
| Annual return | 12.39% | 25.01%-12.6pp | 29.42%-17.0pp | 31.26%-18.9pp |
| Employer contribution / active EE | $3,312 | $2,699+22.7% | $3,023+9.6% | $2,727+21.5% |
| Participant deferral / active EE | $7,735 | $5,147+50.3% | $5,054+53.0% | $4,649+66.4% |
| Admin fee / account holder | $294 | $236+24.9% | $9,455-96.9% | $433-32.0% |