Filed November 6, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $184,455 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $674 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,180 | $73,283+43.5% | $155,556-32.4% | $106,553-1.3% |
| Participation rate | 55.8% | 73.3%-17.4pp | 78.2%-22.4pp | 69.8%-14.0pp |
| Annual return | 0.00% | 15.76%-15.8pp | 64.84%-64.8pp | 17.37%-17.4pp |
| Employer contribution / active EE | $313 | $2,241-86.0% | $4,675-93.3% | $3,359-90.7% |
| Participant deferral / active EE | $594 | $4,567-87.0% | $5,631-89.4% | $5,562-89.3% |
| Admin fee / account holder | $15 | $56-72.7% | $15,885-99.9% | $80-80.9% |