See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $44,766 |
GHP INVESTMENT ADVISORS INC2 years Service code 26 · EIN 84-1314618 | Advisory (Participants) | $25,214 |
Service code 26 · EIN 27-4826969 | Advisory (Participants) | $14,133 |
SCHULTZE2 years Filed as: SCHULTZE ASSET MANAGEMENT LP Service code 26 · EIN 22-3563247 | Advisory (Participants) | $7,407 |
Service code 26 · EIN 41-2016508 | Advisory (Participants) | $5,503 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $1,843 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $554,521 | $50,127+1006.2% | $149,673+270.5% | $80,160+591.8% |
| Participation rate | 90.3% | 64.3%+26.0pp | 78.8%+11.5pp | 72.9%+17.3pp |
| Annual return | 17.98% | 29.82%-11.8pp | 134.42%-116.4pp | 40.38%-22.4pp |
| Employer contribution / active EE | $11,266 | $1,865+504.2% | $4,818+133.9% | $2,978+278.4% |
| Participant deferral / active EE | $27,902 | $3,194+773.7% | $5,680+391.2% | $5,017+456.1% |
| Admin fee / account holder | $65 | $153-57.4% | $13,210-99.5% | $145-55.2% |