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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 41-1611668 | Advisory (Participants) | $149,178 |
RIVERBRIDGE PARTNERS5 years Filed as: RIVERBRIDGE PARTNERS LLC Service code 26 · EIN 41-1930193 | Advisory (Participants) | $114,645 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $79,766 |
Service code 26 · EIN 46-3425132 | Advisory (Participants) | $37,238 |
Service code 26 · EIN 86-2466147 | Advisory (Participants) | $30,957 |
Filed as: HURLOW WEALTH MGMT GROUP INC Service code 26 · EIN 36-4510648 | Advisory (Participants) | $24,897 |
BOULAY PLLP2 years Filed as: BOULAY FINANCIAL ADVISORS LLC Service code 26 · EIN 41-1994547 | Advisory (Participants) | $14,983 |
TOTAL WEALTH PLANNING LLC4 years Service code 26 · EIN 47-0988610 | Advisory (Participants) | $12,200 |
Service code 26 · EIN 26-2835793 | Advisory (Participants) | $11,542 |
PRIVATE ADVISOR GROUP LLC5 years Filed as: PRIVATE CAPITAL MANAGEMENT LLC Service code 26 · EIN 37-1711781 | Advisory (Participants) | $10,793 |
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 | $479,248 | $145,877+228.5% | $150,045+219.4% | $102,872+365.9% |
| Participation rate | 89.4% | 79.8%+9.5pp | 82.3%+7.0pp | 73.0%+16.3pp |
| Annual return | 16.43% | 21.37%-4.9pp | 62.55%-46.1pp | 19.06%-2.6pp |
| Employer contribution / active EE | $11,654 | $4,710+147.4% | $4,693+148.3% | $3,526+230.5% |
| Participant deferral / active EE | $11,633 | $9,491+22.6% | $7,997+45.5% | $5,535+110.2% |
| Admin fee / account holder | $302 | $176+71.6% | $13,435-97.8% | $292+3.3% |