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| Provider | Service type | Compensation |
|---|---|---|
DAVID ROMANO11+ years Filed as: DAVID VAUGHAN INVESTMENTS, INC. Service code 27 · EIN 37-1272863 | Advisory (Plan) | $47,027 |
ALLIANCE PENSION CONSULTANTS, LLC11+ years Service code 15 · EIN 36-4389114 | Recordkeeping | $35,307 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $22,204 |
CHARLES SCHWAB & CO., INC.10+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
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 | $251,980 | $108,549+132.1% | $156,263+61.3% | $85,563+194.5% |
| Participation rate | 95.7% | 77.1%+18.6pp | 78.9%+16.7pp | 66.0%+29.7pp |
| Annual return | 13.02% | 21.79%-8.8pp | 59.47%-46.5pp | 31.51%-18.5pp |
| Employer contribution / active EE | $9,489 | $2,690+252.8% | $4,333+119.0% | $2,654+257.6% |
| Participant deferral / active EE | $5,231 | $4,800+9.0% | $6,158-15.1% | $4,375+19.5% |
| Admin fee / account holder | $295 | $650-54.6% | $14,255-97.9% | $834-64.6% |