Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 28 · EIN 94-1737782 | Investment Management | $18,131 |
BUDROS, RUHLIN & ROE, INC.1+ years Filed as: BUDROS RUHLIN & ROE Service code 28 · EIN 31-1237051 | Investment Management | $7,952 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $303,441 | $46,360+554.5% | $147,617+105.6% | $52,331+479.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 1.72% | 1.62%+0.1pp | 61.98%-60.3pp | 4.54%-2.8pp |
| Employer contribution / active EE | $17,165 | $2,126+707.3% | $5,565+208.5% | $1,882+812.2% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $807 | $766+5.3% | $11,611-93.1% | $592+36.4% |