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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $324,847 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 28 · EIN 20-8874282 | Investment Management | $25,000 |
PLANTE & MORAN, PLLC8+ years Filed as: PLANTE MORAN FINANCIAL ADVISOR Service code 10 · EIN 38-3123123 | Accounting | $14,500 |
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 | $57,219 | $136,266-58.0% | $90,767-37.0% | $77,906-26.6% |
| Participation rate | 93.9% | 86.6%+7.2pp | 75.7%+18.2pp | 73.7%+20.2pp |
| Annual return | -15.35% | -11.32%-4.0pp | -12.16%-3.2pp | 12.16%-27.5pp |
| Employer contribution / active EE | $2,603 | $4,215-38.2% | $2,922-10.9% | $2,846-8.6% |
| Participant deferral / active EE | $5,076 | $6,353-20.1% | $4,565+11.2% | $4,805+5.6% |
| Admin fee / account holder | $89 | $399-77.8% | $8,445-99.0% | $133-33.2% |