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| Provider | Service type | Compensation |
|---|---|---|
WOODLEY FARRA MANION PORTFOLIO9+ years Service code 26 · EIN 35-1964649 | Advisory (Participants) | $71,567 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $54,395 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 28 · EIN 45-5291215 | Investment Management | $32,750 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS,LLP Service code 10 · EIN 44-0160260 | Accounting | $20,790 |
BRUCKE FINANCIAL INC.2 years Filed as: BRUCKE FINANCIAL INC Service code 26 · EIN 82-3439458 | Advisory (Participants) | $13,513 |
Service code 26 · EIN 35-1682166 | Advisory (Participants) | $11,698 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $575 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $371,866 | $91,474+306.5% | $135,982+173.5% | $71,529+419.9% |
| Participation rate | 93.2% | 75.7%+17.5pp | 81.9%+11.3pp | 67.9%+25.3pp |
| Annual return | 19.28% | 29.89%-10.6pp | 68.32%-49.0pp | 28.97%-9.7pp |
| Employer contribution / active EE | $14,744 | $3,705+297.9% | $4,859+203.4% | $2,590+469.3% |
| Participant deferral / active EE | $11,561 | $7,095+63.0% | $7,760+49.0% | $4,291+169.4% |
| Admin fee / account holder | $739 | $1,267-41.7% | $10,767-93.1% | $1,588-53.5% |