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.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $143,418 |
PORTFOLIO AUDIT, LLC7+ years Service code 51 · EIN 62-1874213 | Investment Mgmt Fees | $119,668 |
FIRST HORIZON ADVISORS INC2 years Filed as: FIRST HORIZON ADVISORS Service code 26 · EIN 62-1254528 | Advisory (Participants) | $98,953 |
FTB ADVISORS, INC.7+ years Filed as: FTB ADVISORS Service code 26 · EIN 62-1254528 | Advisory (Participants) | $90,399 |
Filed as: MARTIN & COMPANY, INC. Service code 26 · EIN 62-1720350 | Advisory (Participants) | $32,417 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $30,000 |
ACUFF & ASSOCIATES, INC.7+ years Service code 17 · EIN 62-1477251 | Pension Consulting | $22,605 |
LEADING EDGE6 years Filed as: LEADING EDGE FINANCIAL PLANNING Service code 26 · EIN 47-4221739 | Advisory (Participants) | $19,089 |
MOON CAPITAL MANAGEMENT, LLC7+ years Filed as: MOON CAPITAL MANAGEMENT,LLC Service code 26 · EIN 62-1605429 | Advisory (Participants) | $12,395 |
NBZ INVESTMENT ADVISORS, LLC7+ years Service code 26 · EIN 62-1608809 | Advisory (Participants) | $11,275 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,548 | $67,512+180.8% | $185,854+2.0% | $93,010+103.8% |
| Participation rate | 99.8% | 67.1%+32.7pp | 81.7%+18.1pp | 73.9%+25.9pp |
| Annual return | 15.41% | 21.04%-5.6pp | 122.12%-106.7pp | 158.70%-143.3pp |
| Employer contribution / active EE | $8,148 | $1,783+356.9% | $5,169+57.6% | $2,705+201.2% |
| Participant deferral / active EE | $4,935 | $3,035+62.6% | $5,569-11.4% | $4,561+8.2% |
| Admin fee / account holder | $314 | $318-1.2% | $16,246-98.1% | $152+106.8% |