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| Provider | Service type | Compensation |
|---|---|---|
PUNCH & ASSOCIATES1 year Filed as: PUNCH & ASSOC INVESTMENT MANAG Service code 26 · EIN 82-0566501 | Advisory (Participants) | $119,937 |
Service code 26 · EIN 41-1962811 | Advisory (Participants) | $39,823 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $28,162 |
Filed as: CARLSON CAPITAL MANAGEMENT LLC Service code 26 · EIN 47-2510641 | Advisory (Participants) | $25,206 |
AMERICAN FUNDS1 year Filed as: ADVANCED CAPITAL GROUP INC Service code 26 · EIN 41-1921960 | Advisory (Participants) | $24,926 |
KOVITZ INVESTMENT GROUP1 year Filed as: KOVITZ INVESTMENT GROUP PARTNE Service code 26 · EIN 47-5657416 | Advisory (Participants) | $24,155 |
Service code 26 · EIN 41-0984446 | Advisory (Participants) | $20,726 |
ACCREDITED INVESTORS INC.7+ years Filed as: ACCREDITED INVESTORS INC Service code 26 · EIN 41-1581164 | Advisory (Participants) | $17,704 |
BANNERSTONE CAPITAL MANAGEMENT7+ years Service code 26 · EIN 26-2360041 | Advisory (Participants) | $17,167 |
LMCG INVESTMENTS LLC1 year Service code 26 · EIN 27-0282607 | Advisory (Participants) | $12,994 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $567,008 | $56,540+902.9% | $185,849+205.1% | $86,821+553.1% |
| Participation rate | 97.3% | 65.5%+31.7pp | 81.7%+15.6pp | 72.3%+25.0pp |
| Annual return | 104.98% | 118.20%-13.2pp | 122.10%-17.1pp | 97.94%+7.0pp |
| Employer contribution / active EE | $14,402 | $1,844+680.8% | $5,169+178.6% | $2,406+498.6% |
| Participant deferral / active EE | $12,579 | $2,555+392.3% | $5,569+125.9% | $4,132+204.5% |
| Admin fee / account holder | $485 | $150+223.8% | $16,244-97.0% | $170+185.7% |