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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 | $63,339 |
CERITY PARTNERS2 years Filed as: CERITY PARTNERS LLC Service code 26 · EIN 27-1180831 | Advisory (Participants) | $13,546 |
PEKIN HARDY STRAUSS INC3 years Service code 26 · EIN 36-3667359 | Advisory (Participants) | $12,609 |
Filed as: BUCKINGHAM STRATEGIC WEALTH LL Service code 26 · EIN 20-8306720 | Advisory (Participants) | $7,513 |
BURTON ENRIGHT WELCH5 years Service code 26 · EIN 27-1702630 | Advisory (Participants) | $7,482 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $643 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,433 | $107,459+170.3% | $135,903+113.7% | $80,160+262.3% |
| Participation rate | 98.6% | 78.0%+20.5pp | 81.9%+16.7pp | 72.9%+25.6pp |
| Annual return | 14.81% | 91.91%-77.1pp | 68.23%-53.4pp | 40.38%-25.6pp |
| Employer contribution / active EE | $14,423 | $3,877+272.0% | $4,856+197.0% | $2,978+384.3% |
| Participant deferral / active EE | $15,136 | $8,195+84.7% | $7,758+95.1% | $5,017+201.7% |
| Admin fee / account holder | $90 | $127-29.4% | $10,762-99.2% | $145-38.1% |