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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $74,473 |
Filed as: MESIROW FINANCIAL INC Service code 28 · EIN 84-4519624 | Investment Management | $50,000 |
KATZ, SAPPER & MILLER2 years Filed as: KATZ SAPPER AND MILLER LLP Service code 10 · EIN 35-1090346 | Accounting | $23,000 |
Service code 26 · EIN 35-1648416 | Advisory (Participants) | $17,536 |
LMCG INVESTMENTS LLC4 years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $15,653 |
THE JOSEPH GROUP LLC3 years Service code 26 · EIN 36-4729550 | Advisory (Participants) | $13,740 |
Filed as: SUMMIT FINANCIAL MANAGEMENT LL Service code 26 · EIN 81-3807122 | Advisory (Participants) | $11,667 |
Service code 26 · EIN 30-0856485 | Advisory (Participants) | $9,567 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 28 · EIN 36-3429599 | Investment Management | $8,981 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $7,269 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $381,615 | $95,274+300.5% | $135,903+180.8% | $74,419+412.8% |
| Participation rate | 96.5% | 78.2%+18.3pp | 81.9%+14.6pp | 70.7%+25.8pp |
| Annual return | 16.74% | 32.77%-16.0pp | 68.23%-51.5pp | 34.38%-17.6pp |
| Employer contribution / active EE | $13,185 | $3,874+240.3% | $4,856+171.5% | $2,637+399.9% |
| Participant deferral / active EE | $15,240 | $7,782+95.8% | $7,758+96.4% | $4,528+236.6% |
| Admin fee / account holder | $290 | $266+8.9% | $10,762-97.3% | $348-16.7% |