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 MANAGEMENT Service code 26 · EIN 20-3255637 | Advisory (Participants) | $53,118 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,411 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $2,356 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ 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 | $245,797 | $75,962+223.6% | $154,108+59.5% | $64,173+283.0% |
| Participation rate | 97.6% | 70.4%+27.2pp | 83.0%+14.6pp | 69.6%+28.0pp |
| Annual return | -5.22% | 30.32%-35.5pp | 735.21%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $7,002 | $3,350+109.0% | $5,298+32.2% | $2,381+194.1% |
| Participant deferral / active EE | $5,934 | $3,175+86.9% | $5,081+16.8% | $3,470+71.0% |
| Admin fee / account holder | $515 | $5,589-90.8% | $13,411-96.2% | $4,887-89.5% |