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 |
|---|---|---|
THE JOSEPH GROUP LLC1+ years Service code 26 · EIN 36-4729550 | Advisory (Participants) | $167,428 |
FISHER INVESTMENTS1+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $165,949 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $92,641 |
COOK STREET CONSULTING1+ years Service code 28 · EIN 84-0854432 | Investment Management | $65,526 |
HAMILTON LANE ADVISORS, LLC1+ years Filed as: HAMILTON CAPITAL MANAGEMENT INC Service code 26 · EIN 31-1515316 | Advisory (Participants) | $55,217 |
MERRIMAN WEALTH MGMT LLC1+ years Service code 26 · EIN 80-0873697 | Advisory (Participants) | $13,303 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; F... | $12,247 |
WEALTHSTONE FAMILY OFFICE LLC1+ years Filed as: WEALTHSTONE INC Service code 26 · EIN 31-1059983 | Advisory (Participants) | $10,253 |
COLUMBUS INVESTMENT ADVISORY I1+ years Service code 26 · EIN 31-1452201 | Advisory (Participants) | $10,175 |
Filed as: SPECTRUM FINANCIAL ALLIANCE Service code 26 · EIN 52-2237781 | Advisory (Participants) | $7,778 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $357,757 | $88,324+305.1% | $115,038+211.0% | $55,191+548.2% |
| Participation rate | 97.3% | 72.5%+24.8pp | 81.4%+15.9pp | 69.2%+28.1pp |
| Annual return | -0.64% | 6.30%-6.9pp | 26.14%-26.8pp | 10.78%-11.4pp |
| Employer contribution / active EE | $15,182 | $2,805+441.3% | $4,608+229.5% | $1,899+699.6% |
| Participant deferral / active EE | $8,719 | $5,042+72.9% | $6,026+44.7% | $3,046+186.2% |
| Admin fee / account holder | $967 | $105+818.0% | $8,175-88.2% | $91+965.6% |