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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $40,695 |
HAYS COMPANIES8+ years Filed as: THE HAYS GROUP INC Service code 28 · EIN 41-1798583 | Investment Management | $30,000 |
SAVANT CAPITAL MANAGEMENT2 years Filed as: SAVANT WEALTH MANAGEMENT Service code 26 · EIN 36-3859937 | Advisory (Participants) | $13,794 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $218 |
CHARLES SCHWAB & CO., INC.5 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 | $258,255 | $84,499+205.6% | $125,391+106.0% | $66,949+285.8% |
| Participation rate | 96.4% | 76.4%+20.0pp | 82.4%+14.0pp | 69.8%+26.6pp |
| Annual return | -14.62% | -8.49%-6.1pp | 572.41%-587.0pp | 1.57%-16.2pp |
| Employer contribution / active EE | $3,874 | $3,554+9.0% | $4,816-19.6% | $2,545+52.2% |
| Participant deferral / active EE | $8,231 | $6,785+21.3% | $7,448+10.5% | $4,239+94.2% |
| Admin fee / account holder | $523 | $685-23.7% | $10,009-94.8% | $594-12.0% |