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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $46,358 |
Filed as: MORGAN STANLEY CAPITAL MANAGE Service code 28 · EIN 11-3658445 | Investment Management | $34,891 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC Service code 28 · EIN 84-0854432 | Investment Management | $33,875 |
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 | $309,279 | $101,591+204.4% | $147,096+110.3% | $74,429+315.5% |
| Participation rate | 93.0% | 75.5%+17.4pp | 82.2%+10.8pp | 67.2%+25.8pp |
| Annual return | 15.71% | 8746.45%-8730.7pp | 419.75%-404.0pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $5,214 | $3,813+36.8% | $4,936+5.6% | $2,625+98.6% |
| Participant deferral / active EE | $10,278 | $7,302+40.8% | $8,071+27.3% | $4,348+136.4% |
| Admin fee / account holder | $496 | $1,750-71.6% | $13,005-96.2% | $1,944-74.5% |