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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $809,799 |
GOFEN AND GLOSSBERG LLC7+ years Service code 26 · EIN 36-4143109 | Advisory (Participants) | $53,631 |
GEMMER ASSET MANAGEMENT1 year Filed as: GEMMER ASSET MANAGEMENT LLC Service code 26 · EIN 94-3317854 | Advisory (Participants) | $27,269 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 26 · EIN 36-3297908 | Advisory (Participants) | $27,113 |
HEINZ GLOBAL ASSET MGMT INC7+ years Service code 26 · EIN 45-2510991 | Advisory (Participants) | $15,381 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS LL Service code 26 · EIN 32-0070947 | Advisory (Participants) | $14,359 |
Filed as: SAVANT WEALTH MANAGEMENT Service code 26 · EIN 36-3859937 | Advisory (Participants) | $14,276 |
Service code 26 · EIN 43-1410129 | Advisory (Participants) | $13,576 |
Filed as: OLD WEST INVESTMENT MANAGEMENT Service code 26 · EIN 26-3225052 | Advisory (Participants) | $12,628 |
RMB CAPITAL MANAGEMENT LLC7+ years Service code 26 · EIN 59-3792751 | Advisory (Participants) | $12,249 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,715 | $120,450+138.0% | $159,495+79.8% | $93,010+208.3% |
| Participation rate | 97.4% | 78.0%+19.4pp | 82.8%+14.6pp | 73.9%+23.5pp |
| Annual return | 13.56% | 27.11%-13.5pp | 263.72%-250.2pp | 158.70%-145.1pp |
| Employer contribution / active EE | $11,041 | $3,526+213.2% | $4,831+128.5% | $2,705+308.1% |
| Participant deferral / active EE | $12,412 | $7,283+70.4% | $7,354+68.8% | $4,561+172.1% |
| Admin fee / account holder | $395 | $137+189.2% | $10,804-96.3% | $152+160.7% |