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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT5 years Filed as: SAVANT CAPITAL LLC Service code 26 · EIN 45-3812777 | Advisory (Participants) | $354,908 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $37,596 |
MARK BELL ADVISORY SERVICES2 years Filed as: MARK BELL ADVISORY SERVICES IN Service code 26 · EIN 36-3734812 | Advisory (Participants) | $14,847 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $7,525 |
Filed as: WAKEFIELD ASSET MGMT LLLP Service code 26 · EIN 20-8251802 | Advisory (Participants) | $5,747 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $2,193 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $615,408 | $55,470+1009.4% | $155,556+295.6% | $74,478+726.3% |
| Participation rate | 95.4% | 61.9%+33.5pp | 78.2%+17.1pp | 67.2%+28.1pp |
| Annual return | 11.94% | 269.80%-257.9pp | 64.84%-52.9pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $41,485 | $2,267+1730.2% | $4,675+787.3% | $2,626+1479.6% |
| Participant deferral / active EE | $27,383 | $2,838+864.9% | $5,631+386.3% | $4,350+529.5% |
| Admin fee / account holder | $1,917 | $1,744+9.9% | $15,885-87.9% | $1,946-1.5% |