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 |
|---|---|---|
GREENLEAF TRUST1+ years Service code 28 · EIN 38-3416104 | Investment Management | $93,982 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE MORAN FINANCIAL ADVISOR Service code 26 · EIN 38-3123123 | Advisory (Participants) | $30,270 |
RONALD BLUE & COMPANY1+ years Filed as: RONALD BLUE & CO LP DBA RONALD Service code 26 · EIN 58-1411966 | Advisory (Participants) | $16,081 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $7,535 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $558,087 | $46,360+1103.8% | $147,617+278.1% | $52,331+966.5% |
| Participation rate | 96.6% | 64.9%+31.7pp | 84.6%+12.0pp | 68.1%+28.5pp |
| Annual return | -1.75% | 1.62%-3.4pp | 61.98%-63.7pp | 4.54%-6.3pp |
| Employer contribution / active EE | $30,321 | $2,126+1326.1% | $5,564+444.9% | $1,882+1511.4% |
| Participant deferral / active EE | $8,881 | $2,258+293.4% | $4,895+81.4% | $3,022+193.9% |
| Admin fee / account holder | $1,098 | $766+43.3% | $11,612-90.5% | $592+85.5% |