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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $48,000 |
CASCADES CAPITAL LLC1 year Service code 26 · EIN 46-2208047 | Advisory (Participants) | $21,894 |
Filed as: THE CAPFINANCIAL GROUP LLC Service code 28 · EIN 47-4009638 | Investment Management | $12,000 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $11,000 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,962 |
PARK STERLING BANK2 years Service code 28 · EIN 20-5560515 | Investment Management | $5,814 |
Filed as: VESTIA ADVISORS LLC Service code 26 · EIN 82-1828832 | Advisory (Participants) | $5,697 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,033 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $4 |
CHARLES SCHWAB & CO., INC.4+ 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.
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 | $302,363 | $47,977+530.2% | $154,108+96.2% | $56,289+437.2% |
| Participation rate | 98.9% | 66.2%+32.8pp | 83.0%+15.9pp | 69.9%+29.1pp |
| Annual return | -4.89% | 3.54%-8.4pp | 735.21%-740.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $13,293 | $2,169+513.0% | $5,298+150.9% | $2,111+529.7% |
| Participant deferral / active EE | $8,520 | $2,392+256.2% | $5,081+67.7% | $3,350+154.3% |
| Admin fee / account holder | $480 | $438+9.5% | $13,411-96.4% | $521-7.9% |