See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: B RILEY WEALTH ADVISORS INC Service code 28 · EIN 91-1648671 | Investment Management | $117,964 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $57,634 |
Service code 28 · EIN 62-1518255 | Investment Management | $37,778 |
Service code 10 · EIN 75-2678894 | Accounting | $15,000 |
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800 | Advisory (Participants) | $6,306 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $469 |
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.)
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 | $274,039 | $102,197+168.1% | $142,449+92.4% | $74,419+268.2% |
| Participation rate | 98.2% | 79.8%+18.3pp | 76.8%+21.4pp | 70.7%+27.5pp |
| Annual return | 17.75% | 19.73%-2.0pp | 19.99%-2.2pp | 34.38%-16.6pp |
| Employer contribution / active EE | $12,513 | $5,052+147.7% | $4,847+158.2% | $2,637+374.5% |
| Participant deferral / active EE | $14,884 | $6,304+136.1% | $6,283+136.9% | $4,528+228.7% |
| Admin fee / account holder | $587 | $186+215.7% | $10,011-94.1% | $348+68.7% |