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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $223,293 |
DIMEO SCHNEIDER & ASSOCIATES LLC7+ years Service code 28 · EIN 36-4001764 | Investment Management | $135,835 |
Service code 26 · EIN 75-0163033 | Advisory (Participants) | $103,995 |
AT INVESTMENT ADVISERS INC5 years Service code 26 · EIN 20-0822261 | Advisory (Participants) | $78,527 |
FIDUCIENT ADVISORS LLC1 year Service code 28 · EIN 36-4001764 | Investment Management | $51,169 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS LL Service code 26 · EIN 32-0070947 | Advisory (Participants) | $23,667 |
Service code 26 · EIN 22-3671237 | Advisory (Participants) | $22,686 |
TOTH FINANCIAL ADVISORY CORP5 years Service code 26 · EIN 54-1382083 | Advisory (Participants) | $22,392 |
U.S. CAPITAL ADVISORS LLC7+ years Service code 28 · EIN 27-1135667 | Investment Management | $20,958 |
CAPITAL MGMT SERVICES INC2 years Service code 26 · EIN 43-1410129 | Advisory (Participants) | $19,245 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $449,284 | $95,388+371.0% | $125,401+258.3% | $77,906+476.7% |
| Participation rate | 97.4% | 78.6%+18.8pp | 82.4%+15.0pp | 73.7%+23.7pp |
| Annual return | 10.22% | 116.19%-106.0pp | 572.53%-562.3pp | 12.16%-1.9pp |
| Employer contribution / active EE | $11,923 | $3,666+225.2% | $4,816+147.6% | $2,846+318.9% |
| Participant deferral / active EE | $14,070 | $7,711+82.5% | $7,448+88.9% | $4,805+192.8% |
| Admin fee / account holder | $251 | $119+111.0% | $10,008-97.5% | $133+89.1% |