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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC11+ years Service code 26 · EIN 36-4500709 | Advisory (Participants) | $135,630 |
CAPFINANCIAL PARTNERS LLC11+ years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $89,603 |
R M DAVIS INC11+ years Service code 26 · EIN 01-0356657 | Advisory (Participants) | $83,832 |
CHARLES SCHWAB & CO., INC.9 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $71,887 |
H. M. PAYSON & CO.8 years Service code 26 · EIN 01-0420707 | Advisory (Participants) | $62,435 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $27,810 |
Service code 26 · EIN 13-4085380 | Advisory (Participants) | $23,428 |
VALMARK ADVISERS INC7 years Service code 26 · EIN 31-1509466 | Advisory (Participants) | $20,455 |
MERCER1 year Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3257877 | Advisory (Participants) | $11,604 |
PORTLAND TRUST COMPANY8 years Filed as: PORTLAND GLOBAL ADVISORS Service code 26 · EIN 04-3356781 | Advisory (Participants) | $8,124 |
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 | $525,316 | $50,982+930.4% | $154,803+239.3% | $85,563+514.0% |
| Participation rate | 96.9% | 59.8%+37.1pp | 78.1%+18.8pp | 66.0%+30.9pp |
| Annual return | 13.68% | 30.35%-16.7pp | 58.88%-45.2pp | 31.51%-17.8pp |
| Employer contribution / active EE | $27,478 | $1,708+1508.5% | $4,305+538.2% | $2,654+935.5% |
| Participant deferral / active EE | $19,579 | $2,474+691.3% | $5,540+253.4% | $4,375+347.5% |
| Admin fee / account holder | $779 | $846-7.9% | $14,329-94.6% | $834-6.6% |