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.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $289,627 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 28 · EIN 20-8874282 | Investment Management | $125,000 |
PLANTE & MORAN, PLLC7+ years Filed as: PLANTE MORAN FINANCIAL ADVISOR Service code 10 · EIN 38-3123123 | Accounting | $36,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,612 | $114,195-33.8% | $106,554-29.0% | $93,010-18.7% |
| Participation rate | 95.2% | 86.4%+8.8pp | 76.1%+19.0pp | 73.9%+21.2pp |
| Annual return | 13.46% | 22.18%-8.7pp | 26.80%-13.3pp | 158.70%-145.2pp |
| Employer contribution / active EE | $2,517 | $4,009-37.2% | $2,819-10.7% | $2,705-6.9% |
| Participant deferral / active EE | $5,120 | $5,908-13.3% | $4,398+16.4% | $4,561+12.3% |
| Admin fee / account holder | $122 | $105+16.9% | $7,408-98.3% | $152-19.3% |