| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1 year Filed as: MANNING & NAPIER GROUP LLC Service code 15 · EIN 45-3328488 | Recordkeeping | $21,136 |
Service code 26 · EIN 83-0331917 | Advisory (Participants) | $15,963 |
ASPIRIANT LLC1 year Filed as: ASPIRIANT Service code 26 · EIN 26-1518255 | Advisory (Participants) | $13,393 |
Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $6,213 |
Filed as: MONOGRAPH WEALTH ADVISORS LLC Service code 26 · EIN 47-2324990 | Advisory (Participants) | $5,721 |
Filed as: CHARLES SCHWAB & CO INC AND AFFIL. Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $374,546 | $101,523+268.9% | $141,200+165.3% | $77,775+381.6% |
| Participation rate | 92.9% | 77.4%+15.6pp | 82.5%+10.4pp | 73.2%+19.7pp |
| Annual return | 22.74% | 56.22%-33.5pp | 71.41%-48.7pp | 32.58%-9.8pp |
| Employer contribution / active EE | $10,288 | $3,341+207.9% | $4,736+117.2% | $2,504+310.9% |
| Participant deferral / active EE | $12,092 | $6,434+87.9% | $6,710+80.2% | $3,966+204.9% |
| Admin fee / account holder | $143 | $92+56.7% | $10,265-98.6% | $100+43.3% |