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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $45,377 |
MERITAGE PORTFOLIO MANAGEMENT10+ years Service code 26 · EIN 48-1666063 | Advisory (Participants) | $19,944 |
KRILOGY FINANCIAL LLC6 years Service code 26 · EIN 26-3835498 | Advisory (Participants) | $15,767 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,771 |
Filed as: HILEY HUNT WEALTH Service code 26 · EIN 46-0611958 | Advisory (Participants) | $10,109 |
CANVAS WEALTH ADVISORS LLC4 years Service code 26 · EIN 84-1908421 | Advisory (Participants) | $9,812 |
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800 | Advisory (Participants) | $5,564 |
TANGLEWOOD TOTAL WEALTH1 year Service code 26 · EIN 76-0624770 | Advisory (Participants) | $5,536 |
Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,525 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $266,734 | $106,028+151.6% | $146,958+81.5% | $77,643+243.5% |
| Participation rate | 92.9% | 78.4%+14.5pp | 82.2%+10.7pp | 70.6%+22.3pp |
| Annual return | 19.77% | 56.73%-37.0pp | 418.34%-398.6pp | 31.24%-11.5pp |
| Employer contribution / active EE | $12,921 | $4,063+218.0% | $4,933+161.9% | $2,726+374.0% |
| Participant deferral / active EE | $9,628 | $7,990+20.5% | $8,070+19.3% | $4,647+107.2% |
| Admin fee / account holder | $142 | $337-58.0% | $12,998-98.9% | $430-67.1% |