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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $1,398,569 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,392,669 |
CAPFINANCIAL PARTNERS LLC3 years Service code 28 · EIN 26-0058143 | Investment Management | $450,234 |
Service code 26 · EIN 47-3813588 | Advisory (Participants) | $56,690 |
LARSON FINANCIAL GROUP LLC9 years Service code 26 · EIN 20-4773945 | Advisory (Participants) | $25,614 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $24,046 |
CLS INVESTMENTS1 year Filed as: ORION PORTFOLIO SOLUTIONS LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $21,997 |
DASH ACQUISITIONS LLC2 years Service code 26 · EIN 59-3802992 | Advisory (Participants) | $20,635 |
Filed as: VALLEY WEALTH MANAGERS INC Service code 26 · EIN 22-3737470 | Advisory (Participants) | $20,369 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS LLC Service code 26 · EIN 27-1180831 | Advisory (Participants) | $18,877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,452 | $121,719-5.1% | $154,803-25.4% | $140,769-18.0% |
| Participation rate | 65.3% | 76.3%-11.0pp | 78.1%-12.8pp | 74.2%-8.9pp |
| Annual return | 16.74% | 19.22%-2.5pp | 58.88%-42.1pp | 16.82%-0.1pp |
| Employer contribution / active EE | $1,087 | $2,466-55.9% | $4,305-74.8% | $3,906-72.2% |
| Participant deferral / active EE | $8,119 | $5,384+50.8% | $5,540+46.5% | $6,717+20.9% |
| Admin fee / account holder | $175 | $71+147.8% | $14,329-98.8% | $229-23.6% |