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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 41-1611668 | Advisory (Participants) | $190,801 |
Service code 26 · EIN 46-3425132 | Advisory (Participants) | $104,028 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $81,206 |
RIVERBRIDGE PARTNERS11+ years Filed as: RIVERBRIDGE PARTNERS LLC Service code 26 · EIN 41-1930193 | Advisory (Participants) | $42,358 |
SAVANT CAPITAL MANAGEMENT6 years Filed as: SAVANT CAPITAL LLC Service code 26 · EIN 45-3812777 | Advisory (Participants) | $35,622 |
ROUNDVIEW CAPITAL LLC3 years Service code 26 · EIN 26-2457538 | Advisory (Participants) | $34,086 |
VALUE WEALTH MANAGEMENT LLC6 years Service code 26 · EIN 20-8152542 | Advisory (Participants) | $29,978 |
FISHER INVESTMENTS5 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $24,650 |
CREATIVE PLANNING LLC2 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $14,713 |
GAMBIT CAPITAL MANAGEMENT LLC1 year Service code 26 · EIN 87-3837343 | Advisory (Participants) | $14,680 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $468,778 | $145,877+221.4% | $150,045+212.4% | $102,872+355.7% |
| Participation rate | 91.3% | 79.8%+11.5pp | 82.3%+9.0pp | 73.0%+18.3pp |
| Annual return | 16.62% | 21.37%-4.8pp | 62.55%-45.9pp | 19.06%-2.4pp |
| Employer contribution / active EE | $11,878 | $4,710+152.2% | $4,693+153.1% | $3,526+236.8% |
| Participant deferral / active EE | $12,396 | $9,491+30.6% | $7,997+55.0% | $5,535+124.0% |
| Admin fee / account holder | $355 | $176+102.1% | $13,435-97.4% | $292+21.6% |