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 |
|---|---|---|
CALIBER AUDIT & ATTEST3 years Service code 10 · EIN 26-2380873 | Accounting | $10,750 |
HICKS PENSION SERVICES1 year Filed as: HICKS PENSION SERVICES - SAN LUIS O Service code 15 · EIN 77-0155091 | Recordkeeping | $1,950 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $4 |
Service code 33 | Securities brokerage commissions and ... | $0 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,405 | $102,661+2.7% | $151,645-30.5% | $66,949+57.4% |
| Participation rate | 74.0% | 85.5%-11.5pp | 87.5%-13.4pp | 69.8%+4.2pp |
| Annual return | -16.78% | -10.81%-6.0pp | 3.34%-20.1pp | 1.57%-18.3pp |
| Employer contribution / active EE | $1,947 | $4,184-53.5% | $6,165-68.4% | $2,545-23.5% |
| Participant deferral / active EE | $5,768 | $6,645-13.2% | $8,363-31.0% | $4,239+36.1% |
| Admin fee / account holder | $260 | $630-58.8% | $11,614-97.8% | $594-56.2% |