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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 26 · EIN 43-1270780 | Advisory (Participants) | $23,351 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,492 |
CAPFINANCIAL PARTNERS LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $13,583 |
Filed as: VISIONARY WEALTH ADVISORS LLC Service code 26 · EIN 46-5210986 | Advisory (Participants) | $7,191 |
Service code 26 · EIN 38-2340348 | Advisory (Participants) | $7,161 |
Service code 26 · EIN 76-0661984 | Advisory (Participants) | $5,972 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $557 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFILLI 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 | $314,735 | $84,507+272.4% | $125,401+151.0% | $66,954+370.1% |
| Participation rate | 97.8% | 76.4%+21.3pp | 82.4%+15.4pp | 69.8%+28.0pp |
| Annual return | -1.66% | -8.51%+6.8pp | 572.53%-574.2pp | 1.57%-3.2pp |
| Employer contribution / active EE | $3,603 | $3,554+1.4% | $4,816-25.2% | $2,545+41.6% |
| Participant deferral / active EE | $13,657 | $6,785+101.3% | $7,448+83.4% | $4,239+222.1% |
| Admin fee / account holder | $315 | $685-54.0% | $10,008-96.8% | $594-46.9% |