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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $66,961 |
BALLENTINE PARTNERS LLC4 years Service code 26 · EIN 27-1557796 | Advisory (Participants) | $39,725 |
LINSCOMB & WILLIAMS1 year Filed as: LINSCOMB WEALTH INC Service code 26 · EIN 20-3395446 | Advisory (Participants) | $36,022 |
PENN DAVIS MCFARLAND INC2 years Service code 26 · EIN 75-1544973 | Advisory (Participants) | $23,924 |
FISHER INVESTMENTS3 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $21,593 |
Service code 26 · EIN 76-0532578 | Advisory (Participants) | $15,405 |
Service code 26 · EIN 39-1897480 | Advisory (Participants) | $7,461 |
MARINER LLC4 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $6,924 |
CORIENT PRIVATE WEALTH LLC3 years Filed as: CORIENT Service code 26 · EIN 88-0967642 | Advisory (Participants) | $6,460 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $3,051 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $159,602-100.0% | $150,045-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | -70.43% | 70.24%-140.7pp | 62.55%-133.0pp | 217.08%-287.5pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $8,310-100.0% | $7,997-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |