Filed March 10, 2021
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| Provider | Service type | Compensation |
|---|---|---|
SCHULZ WEALTH, LTD.1 year Filed as: SCHULZ WEALTH LTD Service code 27 1752 BROAD PARK CIRCLE NORTH · MANSFIELD, TX 76063 | Advisory (Plan) | $0 |
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 | $508,434 | $89,438+468.5% | $164,928+208.3% | $77,692+554.4% |
| Participation rate | 99.1% | 78.6%+20.5pp | 78.6%+20.5pp | 70.6%+28.5pp |
| Annual return | 16.35% | 28.82%-12.5pp | 70.08%-53.7pp | 31.25%-14.9pp |
| Employer contribution / active EE | $8,729 | $2,567+240.1% | $4,343+101.0% | $2,726+220.2% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,034-100.0% | $4,648-100.0% |
| Admin fee / account holder | $13 | $340-96.3% | $12,684-99.9% | $431-97.1% |