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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $97,162 |
CLEARSTEAD ADVISORS, LLC3 years Filed as: CLEARSTEAD ADVISORS LLC Service code 26 · EIN 34-1597728 | Advisory (Participants) | $83,644 |
Filed as: BARTLETT & CO WEALTH MANAGEMEN Service code 26 · EIN 82-3939580 | Advisory (Participants) | $38,232 |
Service code 26 · EIN 31-0891459 | Advisory (Participants) | $20,779 |
MEADEN & MOORE, LTD.3 years Filed as: MEADEN AND MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $19,200 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $7,682 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $378,643 | $95,417+296.8% | $135,974+178.5% | $74,460+408.5% |
| Participation rate | 95.1% | 78.2%+16.9pp | 81.9%+13.2pp | 70.7%+24.4pp |
| Annual return | 18.41% | 32.76%-14.4pp | 68.30%-49.9pp | 34.38%-16.0pp |
| Employer contribution / active EE | $12,579 | $3,878+224.4% | $4,859+158.9% | $2,638+376.8% |
| Participant deferral / active EE | $12,890 | $7,789+65.5% | $7,760+66.1% | $4,530+184.6% |
| Admin fee / account holder | $278 | $266+4.5% | $10,767-97.4% | $348-20.1% |