Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $25,120 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 28 · EIN 26-0058143 | Investment Management | $23,040 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,142 |
Service code 26 · EIN 41-1655392 | Advisory (Participants) | $11,359 |
Service code 26 · EIN 38-2340348 | Advisory (Participants) | $7,845 |
Service code 26 · EIN 76-0661984 | Advisory (Participants) | $6,892 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $593 |
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.)
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 | $407,092 | $101,672+300.4% | $147,117+176.7% | $74,478+446.6% |
| Participation rate | 84.5% | 75.5%+8.9pp | 82.2%+2.3pp | 67.2%+17.2pp |
| Annual return | 21.34% | 8757.83%-8736.5pp | 420.54%-399.2pp | 1370.56%-1349.2pp |
| Employer contribution / active EE | $4,974 | $3,813+30.4% | $4,932+0.8% | $2,626+89.4% |
| Participant deferral / active EE | $12,607 | $7,305+72.6% | $8,065+56.3% | $4,350+189.8% |
| Admin fee / account holder | $332 | $1,753-81.1% | $12,993-97.4% | $1,946-83.0% |