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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $41,135 |
PLANTE & MORAN, PLLC8+ years Service code 10 · EIN 38-1357951 | Accounting | $20,240 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $3,759 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,286 | $65,453+108.2% | $86,698+57.2% | $66,938+103.6% |
| Participation rate | 94.6% | 75.5%+19.2pp | 76.6%+18.0pp | 69.8%+24.8pp |
| Annual return | -11.70% | -10.89%-0.8pp | 35.95%-47.7pp | 1.58%-13.3pp |
| Employer contribution / active EE | $8,913 | $2,154+313.8% | $2,837+214.2% | $2,545+250.2% |
| Participant deferral / active EE | $6,106 | $4,102+48.9% | $4,656+31.1% | $4,238+44.1% |
| Admin fee / account holder | $219 | $642-65.8% | $7,493-97.1% | $594-63.0% |