See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $23,976 |
STEEL PEAK WEALTH MGMT LLC2 years Filed as: STEELPEAK WEALTH LLC Service code 26 · EIN 46-1173026 | Advisory (Participants) | $6,821 |
DYNAMIC WEALTH ADVISORS1 year Service code 26 · EIN 26-3945512 | Advisory (Participants) | $5,259 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Other investmen... | $1,170 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,035 | $88,890+209.4% | $102,423+168.5% | $77,643+254.2% |
| Participation rate | 74.5% | 80.9%-6.4pp | 76.5%-2.0pp | 70.6%+3.9pp |
| Annual return | 17.46% | 24.98%-7.5pp | 29.32%-11.9pp | 31.24%-13.8pp |
| Employer contribution / active EE | $772 | $2,698-71.4% | $3,023-74.5% | $2,726-71.7% |
| Participant deferral / active EE | $15,615 | $5,145+203.5% | $5,053+209.0% | $4,647+236.0% |
| Admin fee / account holder | $63 | $235-73.2% | $9,451-99.3% | $430-85.3% |