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 RETIRMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $90,992 |
GERBER KAWASAKI WEALTH &4 years Service code 26 · EIN 27-2274173 | Advisory (Participants) | $83,277 |
NFP RETIREMENT INC7 years Service code 28 · EIN 33-0905143 | Investment Management | $36,750 |
WEST COAST FINANCIAL9 years Filed as: WEST COAST FINANCIAL LLC Service code 26 · EIN 26-1516464 | Advisory (Participants) | $5,652 |
Filed as: FINANCIAL PLANNING Service code 26 · EIN 83-4666890 | Advisory (Participants) | $5,059 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $712 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $257,813 | $105,248+145.0% | $147,318+75.0% | $71,012+263.1% |
| Participation rate | 79.3% | 66.1%+13.1pp | 82.1%-2.8pp | 58.6%+20.7pp |
| Annual return | 9.25% | 26.02%-16.8pp | 70.43%-61.2pp | 37.67%-28.4pp |
| Employer contribution / active EE | $18,489 | $3,785+388.4% | $4,593+302.6% | $2,348+687.5% |
| Participant deferral / active EE | $0 | $6,452-100.0% | $7,906-100.0% | $3,246-100.0% |
| Admin fee / account holder | $277 | $862-67.8% | $13,708-98.0% | $1,167-76.2% |