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 LLC5+ years Service code 26 · EIN 36-4729550 | Advisory (Participants) | $116,912 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $106,893 |
FISHER INVESTMENTS5+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $99,302 |
COOK STREET CONSULTING5+ years Service code 28 · EIN 84-0854432 | Investment Management | $78,749 |
HAMILTON CAPITAL LLC1 year Service code 26 · EIN 83-3000171 | Advisory (Participants) | $39,067 |
HAMILTON CAPITAL LLC2 years Filed as: HAMILTON CAPITAL Service code 26 · EIN 31-1515316 | Advisory (Participants) | $35,880 |
COLUMBUS INVESTMENT ADVISORY I5+ years Service code 26 · EIN 31-1452201 | Advisory (Participants) | $20,422 |
JOHNSON BANK3 years Filed as: JOHNSON INVESTMENT COUNSEL INC Service code 26 · EIN 31-1801770 | Advisory (Participants) | $15,335 |
G2 CAPITAL MANAGEMENT LLC3 years Service code 26 · EIN 81-4912492 | Advisory (Participants) | $14,107 |
MERRIMAN WEALTH MGMT LLC5+ years Service code 26 · EIN 80-0873697 | Advisory (Participants) | $12,156 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,967 | $88,122+276.7% | $141,200+135.1% | $67,584+391.2% |
| Participation rate | 98.5% | 76.5%+22.0pp | 82.5%+16.0pp | 71.3%+27.2pp |
| Annual return | 23.69% | 75.40%-51.7pp | 71.41%-47.7pp | 378.59%-354.9pp |
| Employer contribution / active EE | $11,222 | $3,224+248.0% | $4,736+136.9% | $2,148+422.5% |
| Participant deferral / active EE | $11,153 | $5,958+87.2% | $6,710+66.2% | $3,540+215.1% |
| Admin fee / account holder | $600 | $131+358.1% | $10,265-94.2% | $142+321.4% |