See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
PHYSICIAN WEALTH SOLUTIONS3 years Filed as: PHYSICIAN WEALTH ADVISORS INC Service code 26 · EIN 87-0513295 | Advisory (Participants) | $141,868 |
NWPS7+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $93,223 |
ARAX ADVISORY PARTNERS1 year Service code 26 · EIN 20-5519650 | Advisory (Participants) | $68,910 |
CHERRY CREEK INVESTMENT ADV7+ years Service code 26 · EIN 84-1279374 | Advisory (Participants) | $30,695 |
Service code 26 · EIN 27-3463733 | Advisory (Participants) | $27,832 |
Filed as: WEALTH ENHANCEMNET ADVISORY SE Service code 26 · EIN 41-2016508 | Advisory (Participants) | $27,829 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $27,141 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $27,047 |
Filed as: ASSETMARK INC Service code 26 · EIN 58-2113323 | Advisory (Participants) | $12,275 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 26 · EIN 36-4410122 | Advisory (Participants) | $11,977 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $461,172 | $50,982+804.6% | $154,803+197.9% | $85,563+439.0% |
| Participation rate | 88.4% | 59.8%+28.6pp | 78.1%+10.3pp | 66.0%+22.4pp |
| Annual return | 16.11% | 30.35%-14.2pp | 58.88%-42.8pp | 31.51%-15.4pp |
| Employer contribution / active EE | $16,639 | $1,708+874.0% | $4,305+286.5% | $2,654+527.0% |
| Participant deferral / active EE | $13,914 | $2,474+462.4% | $5,540+151.1% | $4,375+218.0% |
| Admin fee / account holder | $521 | $846-38.5% | $14,329-96.4% | $834-37.6% |