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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $66,678 |
GOLDMAN SACHS8+ years Filed as: CLARKSTON CAPITAL PARTNERS LLC Service code 26 · EIN 83-0473650 | Advisory (Participants) | $62,410 |
ANTONELLI FINANCIAL5 years Service code 26 · EIN 81-4562288 | Advisory (Participants) | $24,492 |
RICHMOND CAPITAL MANAGEMENT8+ years Filed as: RICHMOND CAPITAL MANAGEMENT INC. Service code 26 · EIN 54-1288566 | Advisory (Participants) | $18,369 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $5,118 |
Service code 26 · EIN 20-1183428 | Advisory (Participants) | $5,003 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $335,250 | $82,202+307.8% | $125,339+167.5% | $64,808+417.3% |
| Participation rate | 98.0% | 77.9%+20.1pp | 82.4%+15.6pp | 71.5%+26.5pp |
| Annual return | -17.42% | 3.48%-20.9pp | 572.05%-589.5pp | 32.82%-50.2pp |
| Employer contribution / active EE | $14,250 | $3,615+294.1% | $4,814+196.0% | $2,506+468.7% |
| Participant deferral / active EE | $12,493 | $7,175+74.1% | $7,446+67.8% | $4,310+189.8% |
| Admin fee / account holder | $209 | $163+27.9% | $10,010-97.9% | $188+11.2% |