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 FINANCIAL1+ years Service code 27 · EIN 20-3255637 | Advisory (Plan) | $26,952 |
ASCENSUS LLC1+ years Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $22,925 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $12,171 |
LARSON FINANCIAL GROUP LLC1+ years Service code 27 · EIN 20-4773945 | Advisory (Plan) | $8,925 |
CHARLES SCHWAB & CO., INC.1+ years Service code 71 · EIN 94-1737782 | Brokerage Fees | $3,353 |
Filed as: PHILLIPS FINANCIAL MANAGEMENT, LLC Service code 51 · EIN 20-1131890 | Investment Mgmt Fees | $1,184 |
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 | $88,939 | $46,360+91.8% | $147,617-39.8% | $52,331+70.0% |
| Participation rate | 94.8% | 64.9%+29.8pp | 84.6%+10.1pp | 68.1%+26.7pp |
| Annual return | -1.25% | 1.62%-2.9pp | 61.98%-63.2pp | 4.54%-5.8pp |
| Employer contribution / active EE | $2,731 | $2,126+28.5% | $5,564-50.9% | $1,882+45.1% |
| Participant deferral / active EE | $3,407 | $2,258+50.9% | $4,895-30.4% | $3,022+12.7% |
| Admin fee / account holder | $333 | $766-56.5% | $11,612-97.1% | $592-43.7% |