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 FINANCIAL3+ years Service code 27 · EIN 20-3255637 | Advisory (Plan) | $48,635 |
ASCENSUS LLC3+ years Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $26,003 |
LARSON FINANCIAL GROUP LLC3+ years Service code 27 · EIN 20-4773945 | Advisory (Plan) | $13,807 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $11,253 |
CHARLES SCHWAB & CO., INC.3+ years Service code 71 · EIN 94-1737782 | Brokerage Fees | $2,245 |
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 | $99,697 | $55,453+79.8% | $170,435-41.5% | $62,293+60.0% |
| Participation rate | 92.8% | 66.4%+26.4pp | 83.6%+9.2pp | 69.5%+23.3pp |
| Annual return | 15.73% | 21.38%-5.6pp | 205.94%-190.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $2,546 | $2,164+17.7% | $5,432-53.1% | $2,042+24.7% |
| Participant deferral / active EE | $3,251 | $2,303+41.2% | $4,939-34.2% | $3,169+2.6% |
| Admin fee / account holder | $421 | $455-7.5% | $13,881-97.0% | $479-12.2% |