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 |
|---|---|---|
CURI WEALTH MANAGEMENT LLC2 years Filed as: CURI RMB CAPITAL LLC Service code 26 · EIN 59-3792751 | Advisory (Participants) | $247,962 |
CREATIVE PLANNING LLC4 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $68,972 |
CAPITAL MGMT SERVICES INC5 years Service code 26 · EIN 43-1410129 | Advisory (Participants) | $35,691 |
FISHER INVESTMENTS3 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $28,118 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $25,328 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $22,409 |
Service code 26 · EIN 81-0698246 | Advisory (Participants) | $21,387 |
TANGLEWOOD TOTAL WEALTH6 years Service code 26 · EIN 76-0624770 | Advisory (Participants) | $17,303 |
Service code 26 · EIN 38-2340348 | Advisory (Participants) | $16,231 |
Service code 26 · EIN 76-0661984 | Advisory (Participants) | $15,471 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $373,330 | $122,128+205.7% | $147,117+153.8% | $200,096+86.6% |
| Participation rate | 97.4% | 78.2%+19.2pp | 82.2%+15.2pp | 72.0%+25.4pp |
| Annual return | 13.63% | 30.58%-17.0pp | 420.54%-406.9pp | 34.26%-20.6pp |
| Employer contribution / active EE | $9,980 | $4,093+143.8% | $4,932+102.3% | $3,038+228.5% |
| Participant deferral / active EE | $16,275 | $8,484+91.8% | $8,065+101.8% | $5,090+219.7% |
| Admin fee / account holder | $158 | $180-11.8% | $12,993-98.8% | $269-41.2% |