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| Provider | Service type | Compensation |
|---|---|---|
WHITE PINE CAPITAL2 years Filed as: WHITE PINE CAPITAL LLC Service code 26 · EIN 41-1933144 | Advisory (Participants) | $47,086 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 28 · EIN 06-1397347 | Investment Management | $45,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,072 |
MAIRS & POWER, INC.1 year Filed as: MAIRS AND POWER INC Service code 26 · EIN 41-0844499 | Advisory (Participants) | $7,591 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $515 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $587,194 | $102,317+473.9% | $146,958+299.6% | $80,856+626.2% |
| Participation rate | 96.3% | 75.8%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | 14.16% | 134.76%-120.6pp | 418.34%-404.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $15,465 | $3,713+316.5% | $4,933+213.5% | $2,755+461.4% |
| Participant deferral / active EE | $11,789 | $6,644+77.4% | $8,070+46.1% | $4,296+174.4% |
| Admin fee / account holder | $954 | $7,941-88.0% | $12,998-92.7% | $6,918-86.2% |