See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS7+ years Filed as: CLARKSTON CAPITAL PARTNERS LLC Service code 26 · EIN 83-0473650 | Advisory (Participants) | $62,570 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $62,376 |
ANTONELLI FINANCIAL4 years Service code 26 · EIN 81-4562288 | Advisory (Participants) | $26,177 |
RICHMOND CAPITAL MANAGEMENT7+ years Filed as: RICHMOND CAPITAL MANAGEMENT INC. Service code 26 · EIN 54-1288566 | Advisory (Participants) | $17,390 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $2,935 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $432,246 | $104,317+314.4% | $159,436+171.1% | $86,799+398.0% |
| Participation rate | 97.3% | 77.7%+19.6pp | 82.8%+14.5pp | 72.3%+25.1pp |
| Annual return | 13.65% | 26.32%-12.7pp | 263.57%-249.9pp | 97.91%-84.3pp |
| Employer contribution / active EE | $13,724 | $3,451+297.7% | $4,829+184.2% | $2,405+470.6% |
| Participant deferral / active EE | $11,606 | $6,837+69.7% | $7,352+57.9% | $4,131+180.9% |
| Admin fee / account holder | $214 | $172+24.4% | $10,799-98.0% | $170+26.3% |