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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $184,958 |
Filed as: AXA ADVISORS LLC Service code 28 · EIN 13-4071393 | Investment Management | $122,914 |
MB LEVIS & ASSOCIATES LLC8+ years Service code 26 · EIN 45-5079551 | Advisory (Participants) | $15,882 |
Filed as: ZACKS INVESTMENT MANAGEMENT IN Service code 26 · EIN 36-3792197 | Advisory (Participants) | $12,234 |
MODERA WEALTH MANAGEMENT LLC2 years Service code 26 · EIN 27-3774197 | Advisory (Participants) | $10,044 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $922 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $375,968 | $46,325+711.6% | $143,788+161.5% | $64,814+480.1% |
| Participation rate | 76.8% | 64.2%+12.5pp | 80.3%-3.5pp | 71.5%+5.3pp |
| Annual return | -17.28% | -10.05%-7.2pp | -0.03%-17.3pp | 32.84%-50.1pp |
| Employer contribution / active EE | $13,635 | $1,911+613.5% | $4,952+175.4% | $2,507+443.9% |
| Participant deferral / active EE | $13,312 | $2,647+402.9% | $5,638+136.1% | $4,310+208.8% |
| Admin fee / account holder | $898 | $154+483.9% | $14,675-93.9% | $188+378.2% |