See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $58,760 |
GOLDMAN SACHS6+ years Filed as: CLARKSTON CAPITAL PARTNERS LLC Service code 26 · EIN 83-0473650 | Advisory (Participants) | $46,729 |
ANTONELLI FINANCIAL3 years Service code 26 · EIN 81-4562288 | Advisory (Participants) | $22,922 |
RICHMOND CAPITAL MANAGEMENT6+ years Filed as: RICHMOND CAPITAL MANAGEMENT INC. Service code 26 · EIN 54-1288566 | Advisory (Participants) | $16,757 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $5,235 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $428,027 | $100,801+324.6% | $149,696+185.9% | $73,409+483.1% |
| Participation rate | 96.8% | 77.7%+19.1pp | 82.5%+14.3pp | 72.2%+24.6pp |
| Annual return | 14.93% | 265.34%-250.4pp | 276.60%-261.7pp | 59.29%-44.4pp |
| Employer contribution / active EE | $13,518 | $3,312+308.2% | $4,644+191.1% | $2,234+505.2% |
| Participant deferral / active EE | $11,758 | $6,404+83.6% | $6,842+71.8% | $3,805+209.0% |
| Admin fee / account holder | $195 | $181+7.9% | $9,309-97.9% | $158+23.6% |