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| Provider | Service type | Compensation |
|---|---|---|
HARTLAND & CO1+ years Service code 26 · EIN 34-1597728 | Advisory (Participants) | $28,218 |
HAMILTON LANE ADVISORS, LLC1+ years Filed as: HAMILTON CAPITAL MANAGEMENT INC. Service code 26 · EIN 31-1515316 | Advisory (Participants) | $22,600 |
CLS INVESTMENTS1+ years Filed as: CLS INVESTMENT LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $19,193 |
BDO USA, LLP1+ years Filed as: BDO SEIDMAN, LLP Service code 10 · EIN 13-5381590 | Accounting | $16,500 |
DIASTOLE WEALTH MANAGEMENT INC1+ years Service code 26 · EIN 06-1463831 | Advisory (Participants) | $14,971 |
JAMES INVESTMENT RESEARCH INC1+ years Filed as: JAMES INVESTMENT RESEARCH ,INC. Service code 26 · EIN 31-0891459 | Advisory (Participants) | $14,687 |
RIGGS ASSET MANAGEMENT CO1+ years Service code 26 · EIN 23-2626101 | Advisory (Participants) | $14,013 |
Filed as: PINNACLE WEALTH PLANNING SERVICE Service code 26 · EIN 34-1431326 | Advisory (Participants) | $13,037 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 28 · EIN 13-3954297 | Investment Management | $11,000 |
WEALTHTRUST FAIRPORT, LLC1+ years Service code 26 · EIN 26-1094814 | Advisory (Participants) | $10,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,063 | $88,324+171.8% | $115,038+108.7% | $55,191+335.0% |
| Participation rate | 94.7% | 72.5%+22.1pp | 81.4%+13.3pp | 69.2%+25.5pp |
| Annual return | 0.24% | 6.30%-6.1pp | 26.14%-25.9pp | 10.78%-10.5pp |
| Employer contribution / active EE | $9,641 | $2,805+243.7% | $4,608+109.2% | $1,899+407.8% |
| Participant deferral / active EE | $8,887 | $5,042+76.2% | $6,026+47.5% | $3,046+191.7% |
| Admin fee / account holder | $194 | $105+84.5% | $8,175-97.6% | $91+114.2% |