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| Provider | Service type | Compensation |
|---|---|---|
WOODLEY FARRA MANION PORTFOLIO5+ years Service code 26 · EIN 35-1964649 | Advisory (Participants) | $76,628 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $49,005 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 28 · EIN 45-5291215 | Investment Management | $26,200 |
OXFORD FINANCIAL GROUP, LTD3 years Filed as: OXFORD FINANCIAL ADVISORS CORP Service code 26 · EIN 35-1588335 | Advisory (Participants) | $25,233 |
BKD, LLP3 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $16,685 |
Service code 26 · EIN 35-1682166 | Advisory (Participants) | $8,073 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Other investmen... | $1,749 |
CHARLES SCHWAB & CO., INC.5+ 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $329,615 | $89,652+267.7% | $141,197+133.4% | $65,186+405.7% |
| Participation rate | 90.9% | 74.7%+16.1pp | 82.5%+8.4pp | 70.2%+20.7pp |
| Annual return | 23.57% | 32.79%-9.2pp | 71.41%-47.8pp | 29.39%-5.8pp |
| Employer contribution / active EE | $12,519 | $3,065+308.5% | $4,736+164.3% | $2,177+475.1% |
| Participant deferral / active EE | $9,104 | $5,691+60.0% | $6,710+35.7% | $3,514+159.1% |
| Admin fee / account holder | $770 | $569+35.5% | $10,265-92.5% | $847-9.1% |