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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $79,613 |
FISHER INVESTMENTS7+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $27,776 |
LINSCOMB & WILLIAMS7+ years Service code 26 · EIN 74-1939813 | Advisory (Participants) | $13,623 |
AMERICAN FUNDS3 years Filed as: FORT PITT CAPITAL GROUP LLC Service code 26 · EIN 47-5006020 | Advisory (Participants) | $13,237 |
Service code 26 · EIN 83-0572702 | Advisory (Participants) | $12,641 |
Service code 26 · EIN 81-4120898 | Advisory (Participants) | $8,924 |
DINUZZO PRIVATE WEALTH INC2 years Service code 26 · EIN 23-2934855 | Advisory (Participants) | $8,105 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,061 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,906 | $88,770+100.4% | $109,191+62.9% | $93,010+91.3% |
| Participation rate | 98.2% | 81.5%+16.7pp | 75.9%+22.3pp | 73.9%+24.3pp |
| Annual return | 19.01% | 60.64%-41.6pp | 25.76%-6.7pp | 158.70%-139.7pp |
| Employer contribution / active EE | $10,637 | $3,780+181.4% | $3,723+185.7% | $2,705+293.2% |
| Participant deferral / active EE | $10,468 | $3,630+188.4% | $4,653+124.9% | $4,561+129.5% |
| Admin fee / account holder | $29 | $172-83.4% | $6,756-99.6% | $152-81.1% |