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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $97,173 |
Service code 26 · EIN 33-0221828 | Advisory (Participants) | $46,115 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $26,537 |
APRICUS WEALTH LLC4 years Service code 26 · EIN 61-1947713 | Advisory (Participants) | $23,517 |
EISNERAMPER LLP7 years Service code 10 · EIN 13-1639826 | Accounting | $22,360 |
Filed as: WESTMOUNT PARTNERS LLC Service code 26 · EIN 45-2550468 | Advisory (Participants) | $18,365 |
COHO PARTNERS, LTD.1 year Filed as: COHO PARTNERS LTD Service code 26 · EIN 23-3004662 | Advisory (Participants) | $17,133 |
Service code 26 · EIN 82-1548745 | Advisory (Participants) | $13,413 |
Filed as: NW MUTUAL LIFE INSURANCE COMPANY Service code 23 · EIN 39-0509570 | Insurance services; Direct payment fr... | $11,536 |
SCHIAVI & COMPANY LLC1 year Service code 26 · EIN 20-8034395 | Advisory (Participants) | $8,823 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $368,201 | $95,438+285.8% | $135,998+170.7% | $74,478+394.4% |
| Participation rate | 99.3% | 78.2%+21.1pp | 81.9%+17.4pp | 70.7%+28.5pp |
| Annual return | 19.14% | 32.61%-13.5pp | 68.37%-49.2pp | 34.37%-15.2pp |
| Employer contribution / active EE | $24,921 | $3,878+542.6% | $4,860+412.8% | $2,637+845.1% |
| Participant deferral / active EE | $11,875 | $7,790+52.4% | $7,761+53.0% | $4,530+162.1% |
| Admin fee / account holder | $371 | $259+43.2% | $10,769-96.6% | $347+6.8% |