Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST BUINESS TRUST & INVESTMENTS Service code 21 · EIN 39-0394950 | Bank Trustee | $16,288 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,441 | $65,437-47.4% | $86,698-60.3% | $66,949-48.6% |
| Participation rate | 98.4% | 75.5%+23.0pp | 76.6%+21.8pp | 69.8%+28.6pp |
| Annual return | -10.74% | -10.91%+0.2pp | 35.96%-46.7pp | 1.57%-12.3pp |
| Employer contribution / active EE | $2,789 | $2,154+29.5% | $2,837-1.7% | $2,545+9.6% |
| Participant deferral / active EE | $5,791 | $4,102+41.2% | $4,656+24.4% | $4,239+36.6% |
| Admin fee / account holder | $112 | $642-82.5% | $7,492-98.5% | $594-81.1% |