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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $25,120 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 28 · EIN 26-0058143 | Investment Management | $23,040 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,142 |
Service code 26 · EIN 41-1655392 | Advisory (Participants) | $11,359 |
Service code 26 · EIN 38-2340348 | Advisory (Participants) | $7,845 |
Service code 26 · EIN 76-0661984 | Advisory (Participants) | $6,892 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $593 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $407,092 | $101,591+300.7% | $147,096+176.8% | $74,429+447.0% |
| Participation rate | 84.5% | 75.5%+8.9pp | 82.2%+2.3pp | 67.2%+17.2pp |
| Annual return | 21.34% | 8746.45%-8725.1pp | 419.75%-398.4pp | 1368.38%-1347.0pp |
| Employer contribution / active EE | $4,974 | $3,813+30.5% | $4,936+0.8% | $2,625+89.5% |
| Participant deferral / active EE | $12,607 | $7,302+72.6% | $8,071+56.2% | $4,348+189.9% |
| Admin fee / account holder | $332 | $1,750-81.0% | $13,005-97.4% | $1,944-82.9% |