Filed August 11, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $145,981 |
CAPFINANCIAL PARTNERS LLC6 years Service code 28 · EIN 26-0058143 | Investment Management | $143,775 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $30,000 |
CERITY PARTNERS2 years Filed as: CERITY PARTNERS LLC Service code 26 · EIN 27-1180831 | Advisory (Participants) | $28,165 |
Filed as: CAPITAL MGMT SERVICE INC Service code 26 | Advisory (Participants) | $22,614 |
WEALTHSPIRE ADVISORS LLC5 years Service code 26 · EIN 13-3831584 | Advisory (Participants) | $22,498 |
SIGNATURE ESTATE & INVESTMENT10+ years Filed as: SIGNATURE ESTATE AND INVESTMENT Service code 26 · EIN 95-4806910 | Advisory (Participants) | $22,446 |
Filed as: MESIROW FINANCIAL INVST. MGMT. INC. Service code 26 · EIN 36-3429599 | Advisory (Participants) | $15,846 |
CORIENT PRIVATE WEALTH LLC2 years Service code 26 · EIN 88-0967642 | Advisory (Participants) | $9,809 |
Filed as: HOWARD CAPITAL MGMT INC Service code 26 · EIN 76-0661984 | Advisory (Participants) | $5,638 |
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 | $405,381 | $122,128+231.9% | $147,117+175.6% | $200,096+102.6% |
| Participation rate | 96.9% | 78.2%+18.7pp | 82.2%+14.7pp | 72.0%+24.8pp |
| Annual return | 16.78% | 30.58%-13.8pp | 420.54%-403.8pp | 34.26%-17.5pp |
| Employer contribution / active EE | $15,304 | $4,093+273.9% | $4,932+210.3% | $3,038+403.8% |
| Participant deferral / active EE | $18,940 | $8,484+123.3% | $8,065+134.9% | $5,090+272.1% |
| Admin fee / account holder | $163 | $180-9.0% | $12,993-98.7% | $269-39.3% |