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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 41-1611668 | Advisory (Participants) | $152,512 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $80,585 |
RIVERBRIDGE PARTNERS4 years Filed as: RIVERBRIDGE PARTNERS LLC Service code 26 · EIN 41-1930193 | Advisory (Participants) | $76,392 |
Service code 26 · EIN 86-2466147 | Advisory (Participants) | $27,600 |
Service code 26 · EIN 46-3425132 | Advisory (Participants) | $26,960 |
Filed as: HURLOW WEALTH MGMT GROUP INC Service code 26 · EIN 36-4510648 | Advisory (Participants) | $22,713 |
PRIVATE ADVISOR GROUP LLC4 years Filed as: PRIVATE CAPITAL MANAGEMENT LLC Service code 26 · EIN 37-1711781 | Advisory (Participants) | $21,010 |
CAPITAL MGMT SERVICES INC3 years Service code 26 · EIN 43-1410129 | Advisory (Participants) | $13,429 |
Filed as: TRADITION WEALTH MANAGEMENT LL Service code 26 · EIN 42-1577774 | Advisory (Participants) | $12,648 |
TOTAL WEALTH PLANNING LLC3 years Service code 26 · EIN 47-0988610 | Advisory (Participants) | $12,399 |
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 | $430,707 | $122,128+252.7% | $147,117+192.8% | $200,096+115.2% |
| Participation rate | 89.5% | 78.2%+11.3pp | 82.2%+7.3pp | 72.0%+17.5pp |
| Annual return | 15.97% | 30.58%-14.6pp | 420.54%-404.6pp | 34.26%-18.3pp |
| Employer contribution / active EE | $11,429 | $4,093+179.3% | $4,932+131.7% | $3,038+276.2% |
| Participant deferral / active EE | $11,180 | $8,484+31.8% | $8,065+38.6% | $5,090+119.7% |
| Admin fee / account holder | $281 | $180+56.4% | $12,993-97.8% | $269+4.3% |