Filed June 26, 2000
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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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) | $244,600 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $130,040 |
WILLIAM BLAIR10+ years Filed as: WILLIAM BLAIR INVESTMENT MGMT Service code 26 · EIN 47-2614791 | Advisory (Participants) | $113,419 |
CAPFINANCIAL PARTNERS LLC3 years Service code 28 · EIN 26-0058143 | Investment Management | $106,250 |
ATLANTIC PRIVATE WEALTH LLC4 years Service code 26 · EIN 86-2536045 | Advisory (Participants) | $43,731 |
CORIENT PRIVATE WEALTH LLC2 years Service code 26 · EIN 88-0967642 | Advisory (Participants) | $43,018 |
AT INVESTMENT ADVISERS INC6 years Service code 26 · EIN 20-0822261 | Advisory (Participants) | $30,328 |
WILMINGTON TRUST10+ years Filed as: WILMINGTON TRUST FSB Service code 26 · EIN 52-1877389 | Advisory (Participants) | $23,785 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $21,374 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $21,000 |
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 | $390,012 | $122,128+219.3% | $147,117+165.1% | $200,096+94.9% |
| Participation rate | 93.9% | 78.2%+15.7pp | 82.2%+11.7pp | 72.0%+21.8pp |
| Annual return | 14.87% | 30.58%-15.7pp | 420.54%-405.7pp | 34.26%-19.4pp |
| Employer contribution / active EE | $13,656 | $4,093+233.7% | $4,932+176.9% | $3,038+349.5% |
| Participant deferral / active EE | $14,438 | $8,484+70.2% | $8,065+79.0% | $5,090+183.7% |
| Admin fee / account holder | $328 | $180+82.6% | $12,993-97.5% | $269+21.7% |