See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
GLASSY MOUNTAIN ADVISORS INC2 years Service code 26 · EIN 86-3603200 | Advisory (Participants) | $59,095 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $44,382 |
BRAGG FINANCIAL ADVISORS1 year Filed as: BRAGG FINANCIAL ADVISORS INC Service code 26 · EIN 56-1790097 | Advisory (Participants) | $42,800 |
KINGFISHER CAPITAL LLC8+ years Service code 26 · EIN 26-4831865 | Advisory (Participants) | $28,549 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $1,811 |
CHARLES SCHWAB & CO., INC.3 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.)
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 | $539,670 | $84,487+538.8% | $125,339+330.6% | $66,914+706.5% |
| Participation rate | 93.3% | 76.4%+16.9pp | 82.4%+10.9pp | 69.8%+23.5pp |
| Annual return | -13.69% | -8.39%-5.3pp | 572.05%-585.7pp | 1.58%-15.3pp |
| Employer contribution / active EE | $19,536 | $3,553+449.9% | $4,814+305.8% | $2,544+667.9% |
| Participant deferral / active EE | $12,982 | $6,781+91.4% | $7,446+74.3% | $4,237+206.4% |
| Admin fee / account holder | $626 | $685-8.6% | $10,010-93.7% | $593+5.5% |