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| Provider | Service type | Compensation |
|---|---|---|
SIGNATUREFD LLC1 year Service code 26 · EIN 58-2323085 | Advisory (Participants) | $209,229 |
ZWJ INVESTMENT COUNSEL INC8+ years Service code 26 · EIN 58-1434494 | Advisory (Participants) | $187,559 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $178,206 |
MORGAN STANLEY SMITH BARNEY8+ years Service code 28 · EIN 26-4310632 | Investment Management | $159,176 |
HB WEALTH MANAGEMENT LLC1 year Service code 26 · EIN 87-2119854 | Advisory (Participants) | $55,766 |
ACADEMY CAPITAL MANAGEMENT8+ years Service code 26 · EIN 74-2411461 | Advisory (Participants) | $52,029 |
Service code 26 · EIN 20-0822261 | Advisory (Participants) | $40,768 |
FCA CORP8+ years Service code 26 · EIN 76-0076528 | Advisory (Participants) | $26,276 |
Service code 26 · EIN 37-1548177 | Advisory (Participants) | $24,279 |
MERCER2 years Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3257877 | Advisory (Participants) | $18,298 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $294,235 | $95,388+208.5% | $125,339+134.8% | $77,904+277.7% |
| Participation rate | 98.6% | 78.6%+20.0pp | 82.4%+16.3pp | 73.7%+25.0pp |
| Annual return | -15.03% | 116.19%-131.2pp | 572.05%-587.1pp | 12.21%-27.2pp |
| Employer contribution / active EE | $10,031 | $3,666+173.6% | $4,814+108.4% | $2,848+252.3% |
| Participant deferral / active EE | $18,280 | $7,711+137.1% | $7,446+145.5% | $4,806+280.4% |
| Admin fee / account holder | $328 | $119+175.7% | $10,010-96.7% | $133+147.3% |