Benefit Associates, Inc. |
Nicholas Pension Consultants |
Central Pension Fund of the IUOE |
Prime Pensions, Inc. |
Compass Retirement Consulting Group, Inc. |
Retirement Plan Relationship Manager ERISA Services, Inc. |
United 401(k) Plans, Inc. |
Nova 401(k) Associates |
Bates & Company |
DPS Retirement Plan Consultant EPIC Retirement Plan Services |
Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc. |
Carpenter Morse Group |
Retirement Plan Legal Specialist Pentegra |
Central Pension Fund of the IUOE |
Trucker Huss, A Professional Corporation |
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Self-Directed 401(k) Balances Increase 22% Year-Over-Year Charles Schwab ![]() Aug. 31, 2021 "[T]he average account balance across all participant accounts finished Q2 2021 at $348,183, a nearly 22% increase year-over-year and a 4.3% increase from Q1 2021.... [T]rading volumes were in line with one year ago at an average of 14 trades per account ... The majority of participant assets were held in equities (37%). Mutual funds were the second largest holding at (30%), followed by ETFs (20%), cash (12%), and fixed income (1%)." |
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