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 |
|---|---|---|
HIGHTOWER ADVISORS LLC3 years Service code 26 · EIN 36-4500709 | Advisory (Participants) | $26,703 |
SFMG LLC4 years Service code 26 · EIN 20-2107602 | Advisory (Participants) | $9,807 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $5,979 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $844,705 | $61,338+1277.1% | $149,717+464.2% | $71,495+1081.5% |
| Participation rate | 98.4% | 62.5%+35.9pp | 78.8%+19.6pp | 67.9%+30.5pp |
| Annual return | 21.48% | 35.86%-14.4pp | 134.41%-112.9pp | 28.85%-7.4pp |
| Employer contribution / active EE | $38,205 | $2,381+1504.4% | $4,820+692.7% | $2,589+1375.4% |
| Participant deferral / active EE | $22,094 | $2,919+656.9% | $5,682+288.9% | $4,291+414.9% |
| Admin fee / account holder | $322 | $1,263-74.5% | $13,213-97.6% | $1,588-79.7% |