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 |
|---|---|---|
MMA SECURITIES LLC2 years Service code 28 · EIN 36-1436000 | Investment Management | $32,966 |
Filed as: BARBICH HOOPER KING DILL HOFF Service code 10 · EIN 93-3215332 | Accounting | $9,115 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,908 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,009 | $62,166+19.1% | $81,286-9.0% | $74,429-0.6% |
| Participation rate | 96.6% | 64.1%+32.6pp | 69.5%+27.1pp | 67.2%+29.4pp |
| Annual return | 16.67% | 16.50%+0.2pp | 24.80%-8.1pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $2,606 | $1,881+38.5% | $2,463+5.8% | $2,625-0.7% |
| Participant deferral / active EE | $4,811 | $3,223+49.2% | $3,883+23.9% | $4,348+10.6% |
| Admin fee / account holder | $242 | $1,925-87.4% | $5,764-95.8% | $1,944-87.5% |