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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $242,605 |
Service code 26 · EIN 88-0967642 | Advisory (Participants) | $66,801 |
FIRST REPUBLIC INVESTMENT MANA9+ years Service code 26 · EIN 22-3623353 | Advisory (Participants) | $40,426 |
LMCG INVESTMENTS LLC9+ years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $36,240 |
AMERICAN FUNDS4 years Filed as: COOPER CAPITAL GROUP Service code 26 · EIN 84-2714389 | Advisory (Participants) | $30,682 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; D... | $28,284 |
CERITY PARTNERS2 years Filed as: CERITY PARTNERS LLC Service code 26 · EIN 27-1180831 | Advisory (Participants) | $27,315 |
SENTINEL WEALTH MANAGEMENT INC.9+ years Service code 26 · EIN 22-3860643 | Advisory (Participants) | $24,010 |
Service code 26 · EIN 91-1962899 | Advisory (Participants) | $22,661 |
ROBERTS WEALTH ADVISORS LLC3 years Service code 26 · EIN 85-0955391 | Advisory (Participants) | $20,554 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $298,494 | $107,415+177.9% | $135,998+119.5% | $80,187+272.2% |
| Participation rate | 97.4% | 78.0%+19.4pp | 81.9%+15.5pp | 72.9%+24.5pp |
| Annual return | 18.00% | 91.99%-74.0pp | 68.37%-50.4pp | 40.40%-22.4pp |
| Employer contribution / active EE | $12,216 | $3,878+215.0% | $4,860+151.4% | $2,980+310.0% |
| Participant deferral / active EE | $17,449 | $8,189+113.1% | $7,761+124.8% | $5,016+247.9% |
| Admin fee / account holder | $158 | $127+24.3% | $10,769-98.5% | $145+8.9% |