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 |
|---|---|---|
GALECKI FINANCIAL2+ years Filed as: GALECKI FINANCIAL MGMT INC. Service code 26 · EIN 20-3255637 | Advisory (Participants) | $52,532 |
HAINES, ISENBARGER & SKIBA, LLC2+ years Service code 10 · EIN 52-2127371 | Accounting | $11,600 |
LARSON FINANCIAL GROUP LLC2+ years Service code 26 · EIN 20-4773945 | Advisory (Participants) | $10,267 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,302 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $4,208 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $235,380 | $46,732+403.7% | $156,551+50.4% | $55,167+326.7% |
| Participation rate | 99.1% | 65.8%+33.3pp | 84.0%+15.1pp | 69.0%+30.1pp |
| Annual return | 6.99% | 17.72%-10.7pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $7,303 | $2,105+246.9% | $5,501+32.8% | $1,963+272.1% |
| Participant deferral / active EE | $6,238 | $2,204+183.0% | $4,871+28.1% | $3,054+104.3% |
| Admin fee / account holder | $513 | $418+22.7% | $13,028-96.1% | $504+1.9% |