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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CURI RMB CAPITAL LLC Service code 26 · EIN 59-3792751 | Advisory (Participants) | $215,845 |
CREATIVE PLANNING LLC3 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $60,875 |
CAPITAL MGMT SERVICES INC4 years Service code 26 · EIN 43-1410129 | Advisory (Participants) | $38,294 |
FISHER INVESTMENTS2 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $21,604 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $18,840 |
FIDUCIENT ADVISORS LLC3 years Service code 26 · EIN 36-4001764 | Advisory (Participants) | $17,970 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $17,715 |
Service code 26 · EIN 81-0698246 | Advisory (Participants) | $17,235 |
TANGLEWOOD TOTAL WEALTH5 years Service code 26 · EIN 76-0624770 | Advisory (Participants) | $15,118 |
Service code 26 · EIN 38-2340348 | Advisory (Participants) | $13,998 |
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 | $346,355 | $107,415+222.4% | $135,998+154.7% | $80,187+331.9% |
| Participation rate | 97.6% | 78.0%+19.6pp | 81.9%+15.7pp | 72.9%+24.7pp |
| Annual return | 17.88% | 91.99%-74.1pp | 68.37%-50.5pp | 40.40%-22.5pp |
| Employer contribution / active EE | $9,688 | $3,878+149.8% | $4,860+99.4% | $2,980+225.2% |
| Participant deferral / active EE | $15,956 | $8,189+94.8% | $7,761+105.6% | $5,016+218.1% |
| Admin fee / account holder | $139 | $127+9.8% | $10,769-98.7% | $145-3.8% |