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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $541,116 | $85,660+531.7% | $182,262+196.9% | $85,660+531.7% |
| Participation rate | 82.6% | 74.8%+7.7pp | 84.2%-1.7pp | 74.8%+7.7pp |
| Annual return | 17.70% | 19.52%-1.8pp | 140.60%-122.9pp | 19.52%-1.8pp |
| Employer contribution / active EE | $13,407 | $4,199+219.3% | $5,046+165.7% | $4,199+219.3% |
| Participant deferral / active EE | $15,945 | $3,518+353.2% | $8,276+92.6% | $3,518+353.2% |
| Admin fee / account holder | $288 | $224+28.6% | $16,712-98.3% | $224+28.6% |