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.5+ years Service code 51 · EIN 94-1737782 | Investment Mgmt Fees | $160,909 |
WHELAN FINANCIAL3 years Service code 26 · EIN 26-0262268 | Advisory (Participants) | $65,716 |
Filed as: SPECTRUM PENSION CONSULTANTS Service code 15 · EIN 91-1035498 | Recordkeeping | $29,619 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,901 | $52,967+479.4% | $172,753+77.7% | $65,186+370.8% |
| Participation rate | 98.5% | 66.2%+32.3pp | 82.6%+15.8pp | 70.2%+28.3pp |
| Annual return | 20.15% | 30.12%-10.0pp | 803.00%-782.9pp | 29.39%-9.2pp |
| Employer contribution / active EE | $8,230 | $2,190+275.8% | $5,144+60.0% | $2,177+278.1% |
| Participant deferral / active EE | $6,054 | $2,471+145.0% | $5,198+16.5% | $3,514+72.3% |
| Admin fee / account holder | $1,200 | $472+154.2% | $13,956-91.4% | $847+41.6% |