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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $231,389 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $230,000 |
Filed as: STOUT INTERMEDIATE HOLDINGS L Service code 28 · EIN 87-3592543 | Investment Management | $176,341 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $86,392 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $78,514 |
Service code 28 · EIN 84-3178156 | Investment Management | $7,254 |
KWMG LLC1 year Service code 26 · EIN 46-4580356 | Advisory (Participants) | $5,698 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $238 |
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 | $263,469 | $119,627+120.2% | $146,958+79.3% | $99,062+166.0% |
| Participation rate | 94.2% | 73.4%+20.8pp | 82.2%+12.1pp | 71.6%+22.6pp |
| Annual return | 32.87% | 28.82%+4.1pp | 418.34%-385.5pp | 17.66%+15.2pp |
| Employer contribution / active EE | $2,367 | $4,153-43.0% | $4,933-52.0% | $3,262-27.4% |
| Participant deferral / active EE | $5,421 | $7,997-32.2% | $8,070-32.8% | $5,331+1.7% |
| Admin fee / account holder | $100 | $150-33.1% | $12,998-99.2% | $109-8.2% |