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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $323,524 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH CONSULTING Service code 28 · EIN 95-4660745 | Investment Management | $190,000 |
CAPITAL MGMT SERVICES INC5 years Service code 26 · EIN 43-1410129 | Advisory (Participants) | $59,285 |
Filed as: DELTA INVESTMENT MANAGEMENT LL Service code 26 · EIN 26-3894033 | Advisory (Participants) | $45,443 |
HC ADVISORS LLC10+ years Service code 26 · EIN 46-0737857 | Advisory (Participants) | $34,902 |
BPM LLP2 years Filed as: BURR PILGER MAYER INC Service code 10 · EIN 26-3839190 | Accounting | $33,705 |
NEUBERGER BERMAN4 years Filed as: NEUBERGER & BERMAN LLC Service code 26 · EIN 13-5521910 | Advisory (Participants) | $30,426 |
TOCQUEVILLE ASSET MANAGEMENT2 years Filed as: TOCQUEVILLE ASSET MANAGEMENT L Service code 26 · EIN 13-3547557 | Advisory (Participants) | $27,709 |
KRILOGY FINANCIAL LLC8 years Service code 26 · EIN 26-3835498 | Advisory (Participants) | $25,926 |
LITMAN GREGORY WEALTH MGMT4 years Service code 26 · EIN 68-0362255 | Advisory (Participants) | $22,637 |
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 | $336,212 | $122,128+175.3% | $147,117+128.5% | $200,096+68.0% |
| Participation rate | 96.4% | 78.2%+18.2pp | 82.2%+14.2pp | 72.0%+24.4pp |
| Annual return | 15.40% | 30.58%-15.2pp | 420.54%-405.1pp | 34.26%-18.9pp |
| Employer contribution / active EE | $13,448 | $4,093+228.6% | $4,932+172.6% | $3,038+342.7% |
| Participant deferral / active EE | $13,847 | $8,484+63.2% | $8,065+71.7% | $5,090+172.0% |
| Admin fee / account holder | $286 | $180+59.5% | $12,993-97.8% | $269+6.3% |