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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $65,878 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,222 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $88,782 | $69,231+28.2% | $91,994-3.5% | $67,579+31.4% |
| Participation rate | 97.8% | 78.9%+18.8pp | 78.6%+19.1pp | 71.3%+26.5pp |
| Annual return | 25.30% | 32.03%-6.7pp | 69.04%-43.7pp | 378.56%-353.3pp |
| Employer contribution / active EE | $0 | $2,284-100.0% | $3,453-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $7,655 | $5,854+30.8% | $5,924+29.2% | $3,539+116.3% |
| Admin fee / account holder | $298 | $107+177.0% | $7,744-96.2% | $142+109.1% |