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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC10+ years Service code 28 · EIN 47-1411118 | Investment Management | $63,771 |
CHARLES SCHWAB & CO., INC.9 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $46,563 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $670,023 | $82,133+715.8% | $147,318+354.8% | $64,097+945.3% |
| Participation rate | 91.5% | 62.3%+29.2pp | 82.1%+9.5pp | 55.2%+36.3pp |
| Annual return | 4.33% | 78.78%-74.5pp | 70.43%-66.1pp | 34.64%-30.3pp |
| Employer contribution / active EE | $27,503 | $2,872+857.6% | $4,593+498.8% | $1,891+1354.1% |
| Participant deferral / active EE | $13,943 | $5,407+157.9% | $7,906+76.4% | $3,080+352.7% |
| Admin fee / account holder | $581 | $3,730-84.4% | $13,708-95.8% | $3,454-83.2% |