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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 26-0058143 | Advisory (Participants) | $21,947 |
Service code 26 · EIN 81-3721999 | Advisory (Participants) | $21,421 |
MELD FINANCIAL, INC.1 year Filed as: MELD FINANCIAL INC Service code 26 · EIN 63-1149380 | Advisory (Participants) | $20,817 |
WAVERLY ADVISORS, LLC1 year Filed as: WAVERLY ADVISORS LLC Service code 26 · EIN 63-1229657 | Advisory (Participants) | $20,521 |
Service code 26 · EIN 81-5028704 | Advisory (Participants) | $20,378 |
BRIDGEWORTH LLC1 year Service code 26 · EIN 26-3162378 | Advisory (Participants) | $18,776 |
Service code 26 · EIN 47-1471217 | Advisory (Participants) | $13,893 |
HIGHTOWER ADVISORS LLC1 year Service code 26 · EIN 36-4500709 | Advisory (Participants) | $12,865 |
Filed as: BHK INVESTMENT ADVISORS LLC Service code 26 · EIN 20-2460078 | Advisory (Participants) | $10,481 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $9,809 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $480,134 | $162,322+195.8% | $135,974+253.1% | - |
| Participation rate | 98.0% | 71.5%+26.4pp | 81.9%+16.1pp | - |
| Annual return | 21.01% | 15.59%+5.4pp | 68.30%-47.3pp | - |
| Employer contribution / active EE | $20,768 | $3,400+510.9% | $4,859+327.4% | - |
| Participant deferral / active EE | $11,293 | $5,722+97.4% | $7,760+45.5% | - |
| Admin fee / account holder | $1,521 | $23,877-93.6% | $10,767-85.9% | - |