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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIMEO SCHNEIDER & ASSOCIATES L Service code 28 · EIN 36-4001764 | Investment Management | $195,092 |
Service code 26 · EIN 75-0163033 | Advisory (Participants) | $64,987 |
AT INVESTMENT ADVISERS INC3 years Service code 26 · EIN 20-0822261 | Advisory (Participants) | $45,775 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $32,576 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $18,700 |
Service code 26 · EIN 22-3671237 | Advisory (Participants) | $17,443 |
U.S. CAPITAL ADVISORS LLC5+ years Service code 28 · EIN 27-1135667 | Investment Management | $17,078 |
TOTH FINANCIAL ADVISORY CORP3 years Service code 26 · EIN 54-1382083 | Advisory (Participants) | $15,924 |
OPPENHEIMER5+ years Filed as: OPPENHEIMER ASSET MANAGEMENT Service code 28 · EIN 74-2154744 | Investment Management | $14,328 |
SULLIVAN BRUYETTE2 years Service code 26 · EIN 54-1571022 | Advisory (Participants) | $13,674 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $360,225 | $127,481+182.6% | $149,751+140.5% | $90,274+299.0% |
| Participation rate | 97.0% | 78.2%+18.8pp | 82.5%+14.5pp | 73.4%+23.7pp |
| Annual return | 36.45% | 57.78%-21.3pp | 276.71%-240.3pp | 53.97%-17.5pp |
| Employer contribution / active EE | $9,957 | $3,448+188.8% | $4,646+114.3% | $2,523+294.6% |
| Participant deferral / active EE | $11,888 | $6,975+70.4% | $6,843+73.7% | $4,231+181.0% |
| Admin fee / account holder | $160 | $152+5.3% | $9,312-98.3% | $114+40.0% |