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| Provider | Service type | Compensation |
|---|---|---|
RMB CAPITAL MANAGEMENT LLC7+ years Service code 26 · EIN 59-3792751 | Advisory (Participants) | $225,911 |
CAPITAL MGMT SERVICES INC2 years Service code 26 · EIN 43-1410129 | Advisory (Participants) | $35,743 |
CREATIVE PLANNING LLC1 year Service code 26 · EIN 43-1270780 | Advisory (Participants) | $27,680 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,493 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $18,596 |
Service code 26 · EIN 38-2340348 | Advisory (Participants) | $17,979 |
Service code 26 · EIN 81-0698246 | Advisory (Participants) | $17,060 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $16,010 |
TANGLEWOOD TOTAL WEALTH3 years Service code 26 · EIN 76-0624770 | Advisory (Participants) | $14,594 |
Service code 26 · EIN 76-0661984 | Advisory (Participants) | $13,584 |
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 | $392,733 | $120,450+226.1% | $159,495+146.2% | $93,010+322.2% |
| Participation rate | 97.2% | 78.0%+19.2pp | 82.8%+14.3pp | 73.9%+23.3pp |
| Annual return | 15.89% | 27.11%-11.2pp | 263.72%-247.8pp | 158.70%-142.8pp |
| Employer contribution / active EE | $9,208 | $3,526+161.2% | $4,831+90.6% | $2,705+240.4% |
| Participant deferral / active EE | $14,148 | $7,283+94.3% | $7,354+92.4% | $4,561+210.2% |
| Admin fee / account holder | $6 | $137-95.6% | $10,804-99.9% | $152-96.0% |