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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $228,973 |
FIDUCIENT ADVISORS LLC4 years Service code 28 · EIN 36-4001764 | Investment Management | $164,983 |
Service code 26 · EIN 75-0163033 | Advisory (Participants) | $113,137 |
Filed as: FAEGRE BENSON LLP Service code 26 · EIN 41-0244008 | Advisory (Participants) | $51,214 |
AT INVESTMENT ADVISERS INC8 years Service code 26 · EIN 20-0822261 | Advisory (Participants) | $36,472 |
TOTH FINANCIAL ADVISORY CORP8 years Service code 26 · EIN 54-1382083 | Advisory (Participants) | $32,096 |
CORIENT PRIVATE WEALTH LLC2 years Service code 26 · EIN 88-0967642 | Advisory (Participants) | $30,628 |
CAPITAL MGMT SERVICES INC5 years Service code 26 · EIN 43-1410129 | Advisory (Participants) | $29,967 |
BRINKER CAPITAL5 years Filed as: BRINKER CAPITAL INVESTMENTS LL Service code 26 · EIN 32-0070947 | Advisory (Participants) | $28,114 |
BLEAKLEY FINANCIAL GROUP LLC2 years Service code 26 · EIN 47-2523848 | Advisory (Participants) | $27,786 |
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 | $541,116 | $145,877+270.9% | $150,045+260.6% | $102,872+426.0% |
| Participation rate | 82.6% | 79.8%+2.7pp | 82.3%+0.2pp | 73.0%+9.5pp |
| Annual return | 17.70% | 21.37%-3.7pp | 62.55%-44.9pp | 19.06%-1.4pp |
| Employer contribution / active EE | $13,407 | $4,710+184.6% | $4,693+185.7% | $3,526+280.2% |
| Participant deferral / active EE | $15,945 | $9,491+68.0% | $7,997+99.4% | $5,535+188.1% |
| Admin fee / account holder | $288 | $176+63.8% | $13,435-97.9% | $292-1.4% |