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| Provider | Service type | Compensation |
|---|---|---|
WOODLEY FARRA MANION PORTFOLIO2+ years Service code 26 · EIN 35-1964649 | Advisory (Participants) | $63,807 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $32,562 |
OXFORD FINANCIAL GROUP, LTD2+ years Filed as: OXFORD FINANCIAL ADCISORS CORP Service code 26 · EIN 35-1588335 | Advisory (Participants) | $23,374 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 28 · EIN 45-5291215 | Investment Management | $22,200 |
KATZ, SAPPER & MILLER2+ years Filed as: KATZ SAPPER AND MILLER LLP Service code 10 · EIN 35-1090346 | Accounting | $15,000 |
Service code 26 · EIN 35-1682166 | Advisory (Participants) | $5,108 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $3,902 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $249,849 | $75,183+232.3% | $123,894+101.7% | $55,167+352.9% |
| Participation rate | 95.9% | 72.8%+23.1pp | 81.4%+14.5pp | 69.0%+26.9pp |
| Annual return | 7.20% | 19.01%-11.8pp | 47.52%-40.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $12,631 | $2,823+347.4% | $4,617+173.6% | $1,963+543.6% |
| Participant deferral / active EE | $9,009 | $5,084+77.2% | $5,984+50.5% | $3,054+195.0% |
| Admin fee / account holder | $621 | $663-6.3% | $8,357-92.6% | $504+23.2% |