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 |
|---|---|---|
RMB CAPITAL MANAGEMENT LLC8+ years Service code 26 · EIN 59-3792751 | Advisory (Participants) | $217,541 |
CREATIVE PLANNING LLC2 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $59,273 |
CAPITAL MGMT SERVICES INC3 years Service code 26 · EIN 43-1410129 | Advisory (Participants) | $35,149 |
FIDUCIENT ADVISORS LLC2 years Service code 26 · EIN 36-4001764 | Advisory (Participants) | $19,302 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $19,036 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $18,096 |
Service code 26 · EIN 81-0698246 | Advisory (Participants) | $17,334 |
Service code 26 · EIN 38-2340348 | Advisory (Participants) | $15,599 |
TANGLEWOOD TOTAL WEALTH4 years Service code 26 · EIN 76-0624770 | Advisory (Participants) | $15,459 |
Service code 26 · EIN 76-0661984 | Advisory (Participants) | $13,103 |
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 | $306,612 | $95,388+221.4% | $125,401+144.5% | $77,906+293.6% |
| Participation rate | 97.2% | 78.6%+18.6pp | 82.4%+14.8pp | 73.7%+23.5pp |
| Annual return | -15.06% | 116.19%-131.2pp | 572.53%-587.6pp | 12.16%-27.2pp |
| Employer contribution / active EE | $9,165 | $3,666+150.0% | $4,816+90.3% | $2,846+222.0% |
| Participant deferral / active EE | $14,534 | $7,711+88.5% | $7,448+95.1% | $4,805+202.5% |
| Admin fee / account holder | $140 | $119+18.2% | $10,008-98.6% | $133+5.9% |