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| Provider | Service type | Compensation |
|---|---|---|
WOODLEY FARRA MANION PORTFOLIO10+ years Service code 26 · EIN 35-1964649 | Advisory (Participants) | $73,068 |
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,714 |
PROCOURSE FIDUCIARY ADVISORS, LLC10+ years Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 28 · EIN 45-5291215 | Investment Management | $26,200 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS,LLP Service code 10 · EIN 44-0160260 | Accounting | $22,260 |
BRUCKE FINANCIAL INC.3 years Filed as: BRUCKE FINANCIAL INC Service code 26 · EIN 82-3439458 | Advisory (Participants) | $16,449 |
Service code 26 · EIN 35-1682166 | Advisory (Participants) | $14,031 |
VISE AI ADVISORS LLC1 year Service code 26 · EIN 36-4926318 | Advisory (Participants) | $5,111 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Other investment fees ... | $641 |
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 | $373,467 | $101,653+267.4% | $147,080+153.9% | $74,459+401.6% |
| Participation rate | 84.9% | 75.6%+9.4pp | 82.2%+2.8pp | 67.2%+17.7pp |
| Annual return | 14.49% | 8754.98%-8740.5pp | 420.17%-405.7pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $16,565 | $3,813+334.4% | $4,933+235.8% | $2,626+530.9% |
| Participant deferral / active EE | $12,106 | $7,304+65.7% | $8,066+50.1% | $4,350+178.3% |
| Admin fee / account holder | $755 | $1,752-56.9% | $12,989-94.2% | $1,945-61.2% |