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| Provider | Service type | Compensation |
|---|---|---|
WOODLEY FARRA MANION PORTFOLIO7+ years Service code 26 · EIN 35-1964649 | Advisory (Participants) | $73,695 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $72,413 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 28 · EIN 45-5291215 | Investment Management | $26,200 |
BKD, LLP5 years Filed as: BKD LLP Service code 28 · EIN 44-0160260 | Investment Management | $17,784 |
Service code 26 · EIN 35-1682166 | Advisory (Participants) | $13,577 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $639 |
CHARLES SCHWAB & CO., INC.7+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $423,267 | $104,497+305.1% | $159,487+165.4% | $79,389+433.2% |
| Participation rate | 94.7% | 76.6%+18.1pp | 82.8%+11.9pp | 70.7%+24.0pp |
| Annual return | 16.27% | 67.98%-51.7pp | 263.71%-247.4pp | 116.89%-100.6pp |
| Employer contribution / active EE | $17,437 | $3,418+410.2% | $4,831+260.9% | $2,428+618.2% |
| Participant deferral / active EE | $12,787 | $6,468+97.7% | $7,354+73.9% | $4,046+216.0% |
| Admin fee / account holder | $828 | $711+16.4% | $10,804-92.3% | $626+32.2% |