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| Provider | Service type | Compensation |
|---|---|---|
PUNCH & ASSOCIATES5 years Filed as: PUNCH & ASSOC INVESTMENT MANAG Service code 26 · EIN 82-0566501 | Advisory (Participants) | $124,016 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $46,168 |
AMERICAN FUNDS5 years Filed as: ADVANCED CAPITAL GROUP INC Service code 26 · EIN 41-1921960 | Advisory (Participants) | $40,883 |
Service code 26 · EIN 41-1962811 | Advisory (Participants) | $38,002 |
BANNERSTONE CAPITAL MANAGEMENT11+ years Service code 26 · EIN 26-2360041 | Advisory (Participants) | $21,440 |
Filed as: INTELLICENTS INVESTMENT Service code 26 · EIN 41-1812533 | Advisory (Participants) | $18,024 |
KOVITZ INVESTMENT GROUP5 years Filed as: KOVITZ INVESTMENT GROUP PARTNE Service code 26 · EIN 47-5657416 | Advisory (Participants) | $17,972 |
Service code 26 · EIN 41-1611668 | Advisory (Participants) | $14,410 |
Filed as: GUARDIAN WEALTH ADVISORS LLC Service code 26 · EIN 20-8832432 | Advisory (Participants) | $11,976 |
Service code 26 · EIN 20-4773945 | Advisory (Participants) | $10,946 |
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 | $663,900 | $50,982+1202.2% | $154,803+328.9% | $85,563+675.9% |
| Participation rate | 95.4% | 59.8%+35.7pp | 78.1%+17.4pp | 66.0%+29.5pp |
| Annual return | 14.64% | 30.35%-15.7pp | 58.88%-44.2pp | 31.51%-16.9pp |
| Employer contribution / active EE | $25,103 | $1,708+1369.5% | $4,305+483.1% | $2,654+846.0% |
| Participant deferral / active EE | $19,465 | $2,474+686.7% | $5,540+251.3% | $4,375+344.9% |
| Admin fee / account holder | $565 | $846-33.3% | $14,329-96.1% | $834-32.3% |