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| Provider | Service type | Compensation |
|---|---|---|
WOODLEY FARRA MANION PORTFOLIO8+ years Service code 26 · EIN 35-1964649 | Advisory (Participants) | $70,125 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,319 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 28 · EIN 45-5291215 | Investment Management | $20,150 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $18,965 |
BRUCKE FINANCIAL INC.1 year Filed as: BRUCKE FINANCIAL INC Service code 26 · EIN 82-3439458 | Advisory (Participants) | $13,225 |
Service code 26 · EIN 35-1682166 | Advisory (Participants) | $12,359 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $452 |
CHARLES SCHWAB & CO., INC.8+ 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 | $337,841 | $84,499+299.8% | $125,391+169.4% | $66,949+404.6% |
| Participation rate | 92.9% | 76.4%+16.5pp | 82.4%+10.5pp | 69.8%+23.1pp |
| Annual return | -15.28% | -8.49%-6.8pp | 572.41%-587.7pp | 1.57%-16.8pp |
| Employer contribution / active EE | $14,558 | $3,554+309.7% | $4,816+202.3% | $2,545+471.9% |
| Participant deferral / active EE | $10,554 | $6,785+55.5% | $7,448+41.7% | $4,239+149.0% |
| Admin fee / account holder | $745 | $685+8.8% | $10,009-92.6% | $594+25.6% |