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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $62,303 |
Filed as: OXFORD FINANCIAL ADVISORS CORPORATI Service code 28 · EIN 35-1588335 | Investment Management | $45,207 |
Filed as: PHILLIPS FINANCIAL MANAGEMENT Service code 26 · EIN 20-1131890 | Advisory (Participants) | $18,939 |
GALECKI FINANCIAL1 year Filed as: GALECKI FINANCIAL MANAGEMENT I Service code 26 · EIN 20-3255637 | Advisory (Participants) | $14,122 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $7,700 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $5,933 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.3+ 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.)
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 | $407,452 | $55,453+634.8% | $170,435+139.1% | $62,293+554.1% |
| Participation rate | 98.2% | 66.4%+31.9pp | 83.6%+14.6pp | 69.5%+28.7pp |
| Annual return | 13.05% | 21.38%-8.3pp | 205.94%-192.9pp | 28.90%-15.8pp |
| Employer contribution / active EE | $15,509 | $2,164+616.8% | $5,432+185.5% | $2,042+659.4% |
| Participant deferral / active EE | $8,730 | $2,303+279.1% | $4,939+76.7% | $3,169+175.5% |
| Admin fee / account holder | $832 | $455+82.8% | $13,881-94.0% | $479+73.5% |