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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $228,973 |
FIDUCIENT ADVISORS LLC4 years Service code 28 · EIN 36-4001764 | Investment Management | $164,983 |
Service code 26 · EIN 75-0163033 | Advisory (Participants) | $113,137 |
Filed as: FAEGRE BENSON LLP Service code 26 · EIN 41-0244008 | Advisory (Participants) | $51,214 |
AT INVESTMENT ADVISERS INC8 years Service code 26 · EIN 20-0822261 | Advisory (Participants) | $36,472 |
TOTH FINANCIAL ADVISORY CORP8 years Service code 26 · EIN 54-1382083 | Advisory (Participants) | $32,096 |
CORIENT PRIVATE WEALTH LLC2 years Service code 26 · EIN 88-0967642 | Advisory (Participants) | $30,628 |
CAPITAL MGMT SERVICES INC5 years Service code 26 · EIN 43-1410129 | Advisory (Participants) | $29,967 |
BRINKER CAPITAL5 years Filed as: BRINKER CAPITAL INVESTMENTS LL Service code 26 · EIN 32-0070947 | Advisory (Participants) | $28,114 |
BLEAKLEY FINANCIAL GROUP LLC2 years Service code 26 · EIN 47-2523848 | Advisory (Participants) | $27,786 |
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 | $541,116 | $191,016+183.3% | $152,301+255.3% | $89,670+503.5% |
| Participation rate | 82.6% | 77.3%+5.2pp | 82.4%+0.1pp | 71.2%+11.4pp |
| Annual return | 17.70% | 16.37%+1.3pp | 80.50%-62.8pp | 19.66%-2.0pp |
| Employer contribution / active EE | $13,407 | $7,400+81.2% | $4,624+189.9% | $4,041+231.7% |
| Participant deferral / active EE | $15,945 | $9,699+64.4% | $8,004+99.2% | $3,962+302.4% |
| Admin fee / account holder | $288 | $215+34.2% | $14,398-98.0% | $352-18.1% |