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| Provider | Service type | Compensation |
|---|---|---|
CURI WEALTH MANAGEMENT LLC2 years Filed as: CURI RMB CAPITAL LLC Service code 26 · EIN 59-3792751 | Advisory (Participants) | $247,962 |
CREATIVE PLANNING LLC4 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $68,972 |
CAPITAL MGMT SERVICES INC5 years Service code 26 · EIN 43-1410129 | Advisory (Participants) | $35,691 |
FISHER INVESTMENTS3 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $28,118 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $25,328 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $22,409 |
Service code 26 · EIN 81-0698246 | Advisory (Participants) | $21,387 |
TANGLEWOOD TOTAL WEALTH6 years Service code 26 · EIN 76-0624770 | Advisory (Participants) | $17,303 |
Service code 26 · EIN 38-2340348 | Advisory (Participants) | $16,231 |
Service code 26 · EIN 76-0661984 | Advisory (Participants) | $15,471 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $373,330 | $122,186+205.5% | $146,958+154.0% | $199,593+87.0% |
| Participation rate | 97.4% | 78.3%+19.1pp | 82.2%+15.2pp | 72.0%+25.4pp |
| Annual return | 13.63% | 30.56%-16.9pp | 418.34%-404.7pp | 34.25%-20.6pp |
| Employer contribution / active EE | $9,980 | $4,093+143.8% | $4,933+102.3% | $3,034+228.9% |
| Participant deferral / active EE | $16,275 | $8,502+91.4% | $8,070+101.7% | $5,087+219.9% |
| Admin fee / account holder | $158 | $179-11.4% | $12,998-98.8% | $269-41.1% |