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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 26 · EIN 43-1270780 | Advisory (Participants) | $113,296 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $72,891 |
CANVAS WEALTH ADVISORS LLC3 years Service code 26 · EIN 84-1908421 | Advisory (Participants) | $36,761 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $15,170 |
THE ETF STORE INC5 years Service code 26 · EIN 26-4480908 | Advisory (Participants) | $14,523 |
IFS ADVISORS LLC3 years Service code 26 · EIN 39-2075932 | Advisory (Participants) | $12,648 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $8,655 |
RUBINBROWN LLP2 years Filed as: RUBINBROWN ADVISORS LLC Service code 26 · EIN 43-1755727 | Advisory (Participants) | $7,777 |
DAIN RAUSCHER INCORPORATED2 years Service code 28 · EIN 41-1416330 | Investment Management | $6,735 |
FAS WEALTH PARTNERS INC1 year Service code 26 · EIN 48-0948682 | Advisory (Participants) | $6,086 |
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 | $374,574 | $46,332+708.5% | $143,799+160.5% | $64,819+477.9% |
| Participation rate | 97.5% | 64.2%+33.2pp | 80.3%+17.1pp | 71.5%+26.0pp |
| Annual return | -15.61% | -10.05%-5.6pp | -0.04%-15.6pp | 32.84%-48.5pp |
| Employer contribution / active EE | $24,405 | $1,911+1177.0% | $4,952+392.8% | $2,507+873.5% |
| Participant deferral / active EE | $11,941 | $2,647+351.0% | $5,638+111.8% | $4,311+177.0% |
| Admin fee / account holder | $742 | $154+382.5% | $14,677-94.9% | $188+295.3% |