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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 41-1611668 | Advisory (Participants) | $102,512 |
CHARLES SCHWAB & CO., INC.2 years Service code 26 · EIN 34-1479833 | Advisory (Participants) | $91,201 |
RIVERBRIDGE PARTNERS7+ years Filed as: RIVERBRIDGE PARTNERS LLC Service code 26 · EIN 41-1930193 | Advisory (Participants) | $33,323 |
SAVANT CAPITAL MANAGEMENT2 years Filed as: SAVANT CAPITAL LLC Service code 26 · EIN 36-3859937 | Advisory (Participants) | $28,797 |
CAPITAL MGMT SERVICES INC2 years Service code 26 · EIN 43-1410129 | Advisory (Participants) | $27,217 |
Service code 26 · EIN 47-1971924 | Advisory (Participants) | $20,981 |
BERGER FINANCIAL GROUP INC2 years Service code 26 · EIN 41-1856827 | Advisory (Participants) | $19,020 |
SNS FINANCIAL GROUP LLC4 years Service code 26 · EIN 27-1489903 | Advisory (Participants) | $12,945 |
Service code 26 · EIN 20-2593707 | Advisory (Participants) | $12,774 |
BERGANKDV LTD2 years Filed as: BERGANKDV WEALTH MGMT LLC Service code 26 · EIN 20-8172864 | Advisory (Participants) | $12,698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $487,019 | $120,450+304.3% | $159,495+205.4% | $93,010+423.6% |
| Participation rate | 65.9% | 78.0%-12.1pp | 82.8%-16.9pp | 73.9%-8.0pp |
| Annual return | 10.42% | 27.11%-16.7pp | 263.72%-253.3pp | 158.70%-148.3pp |
| Employer contribution / active EE | $9,986 | $3,526+183.3% | $4,831+106.7% | $2,705+269.1% |
| Participant deferral / active EE | $9,995 | $7,283+37.2% | $7,354+35.9% | $4,561+119.2% |
| Admin fee / account holder | $55 | $137-59.6% | $10,804-99.5% | $152-63.6% |