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 FINANCIAL4+ years Service code 27 · EIN 20-3255637 | Advisory (Plan) | $51,411 |
ASCENSUS LLC4+ years Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $22,733 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $12,544 |
Filed as: VESTIA ADVISORS LLC Service code 27 · EIN 82-1828832 | Advisory (Plan) | $11,660 |
LARSON FINANCIAL GROUP LLC4+ years Service code 27 · EIN 20-4773945 | Advisory (Plan) | $1,989 |
CHARLES SCHWAB & CO., INC.4+ years Service code 71 · EIN 94-1737782 | Brokerage Fees | $1,544 |
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 | $89,174 | $47,977+85.9% | $154,111-42.1% | $56,287+58.4% |
| Participation rate | 97.2% | 66.2%+31.0pp | 83.0%+14.1pp | 69.9%+27.3pp |
| Annual return | -6.25% | 3.54%-9.8pp | 735.18%-741.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $3,036 | $2,169+40.0% | $5,298-42.7% | $2,111+43.8% |
| Participant deferral / active EE | $3,815 | $2,392+59.5% | $5,081-24.9% | $3,350+13.9% |
| Admin fee / account holder | $396 | $438-9.5% | $13,411-97.0% | $521-23.9% |