Filed July 22, 2022
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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $117,659 |
BURLESON AND COMPANY LLC2 years Service code 28 · EIN 20-1160877 | Investment Management | $105,588 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $15,485 |
PISENTI & BRINKER LLP3 years Filed as: PISENTI AND BRINKER LLP Service code 10 · EIN 94-1585562 | Accounting | $13,524 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,123 |
CHARLES SCHWAB & CO., INC.2 years 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).
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 | $107,821 | $51,288+110.2% | $81,988+31.5% | $73,412+46.9% |
| Participation rate | 89.1% | 64.0%+25.1pp | 69.3%+19.8pp | 72.2%+16.9pp |
| Annual return | 19.80% | 29.48%-9.7pp | 41.31%-21.5pp | 59.30%-39.5pp |
| Employer contribution / active EE | $7,729 | $1,487+419.8% | $2,498+209.4% | $2,234+246.0% |
| Participant deferral / active EE | $11,940 | $2,715+339.7% | $3,722+220.7% | $3,806+213.7% |
| Admin fee / account holder | $364 | $125+190.8% | $5,665-93.6% | $158+130.8% |