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 |
|---|---|---|
FAIRCOURT PARTNERS, LLC6 years Filed as: FAIRCOURT PARTNERS LLC Service code 28 · EIN 82-4882966 | Investment Management | $67,334 |
CHARLES SCHWAB & CO., INC.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $46,358 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $533,988 | $138,386+285.9% | $184,260+189.8% | $80,935+559.8% |
| Participation rate | 96.9% | 83.9%+13.0pp | 86.8%+10.1pp | 67.7%+29.2pp |
| Annual return | 13.76% | 20.02%-6.3pp | 28.84%-15.1pp | 35.66%-21.9pp |
| Employer contribution / active EE | $39,095 | $4,851+706.0% | $6,427+508.3% | $2,757+1318.2% |
| Participant deferral / active EE | $19,837 | $7,076+180.4% | $9,133+117.2% | $4,299+361.4% |
| Admin fee / account holder | $615 | $10,489-94.1% | $13,898-95.6% | $6,924-91.1% |