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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIRMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $81,351 |
GERBER KAWASAKI WEALTH &3 years Service code 26 · EIN 27-2274173 | Advisory (Participants) | $65,986 |
NFP RETIREMENT INC6 years Service code 28 · EIN 33-0905143 | Investment Management | $36,750 |
WEST COAST FINANCIAL8 years Filed as: WEST COAST FINANCIAL LLC Service code 26 · EIN 26-1516464 | Advisory (Participants) | $5,155 |
Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $1,133 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,819 | $106,164+132.5% | $147,041+67.9% | $77,692+217.7% |
| Participation rate | 79.8% | 78.4%+1.4pp | 82.2%-2.4pp | 70.6%+9.2pp |
| Annual return | 19.07% | 56.81%-37.7pp | 419.21%-400.1pp | 31.25%-12.2pp |
| Employer contribution / active EE | $17,551 | $4,066+331.6% | $4,935+255.6% | $2,726+543.8% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $260 | $338-23.1% | $13,006-98.0% | $431-39.7% |