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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $114,257 |
CLEARSTEAD ADVISORS, LLC1 year Filed as: CLEARSTEAD ADVISORS LLC Service code 26 · EIN 34-1597728 | Advisory (Participants) | $82,997 |
Filed as: BARTLETT & CO WEALTH MANAGEMEN Service code 26 · EIN 82-3939580 | Advisory (Participants) | $23,194 |
Service code 26 · EIN 31-0891459 | Advisory (Participants) | $20,549 |
FRONTIER ASSET MANAGEMENT6 years Service code 26 · EIN 83-0331917 | Advisory (Participants) | $20,159 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN AND MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $15,700 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $2,476 |
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 | $409,786 | $104,336+292.8% | $159,495+156.9% | $86,828+372.0% |
| Participation rate | 95.7% | 77.7%+18.0pp | 82.8%+12.9pp | 72.3%+23.4pp |
| Annual return | 12.85% | 26.32%-13.5pp | 263.72%-250.9pp | 97.95%-85.1pp |
| Employer contribution / active EE | $11,916 | $3,451+245.3% | $4,831+146.6% | $2,406+395.2% |
| Participant deferral / active EE | $11,699 | $6,837+71.1% | $7,354+59.1% | $4,132+183.1% |
| Admin fee / account holder | $278 | $172+61.5% | $10,804-97.4% | $170+64.0% |