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| Provider | Service type | Compensation |
|---|---|---|
MELD FINANCIAL, INC.2 years Filed as: MELD FINANCIAL INC Service code 26 · EIN 63-1149380 | Advisory (Participants) | $48,413 |
WAVERLY ADVISORS, LLC2 years Filed as: WAVERLY ADVISORS LLC Service code 26 · EIN 63-1229657 | Advisory (Participants) | $32,353 |
CAPFINANCIAL PARTNERS LLC2 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $26,575 |
Filed as: SAVANT CAPITAL LLC Service code 26 · EIN 45-3812777 | Advisory (Participants) | $26,227 |
HIGHTOWER ADVISORS LLC2 years Service code 26 · EIN 36-4500709 | Advisory (Participants) | $25,667 |
Service code 26 · EIN 81-3721999 | Advisory (Participants) | $25,246 |
Service code 26 · EIN 81-5028704 | Advisory (Participants) | $23,606 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,589 |
BHK INVESTMENT ADVISORS, LLC2 years Filed as: BHK INVESTMENT ADVISORS LLC Service code 26 · EIN 20-2460078 | Advisory (Participants) | $15,216 |
DANA INVESTMENT ADVISORS2 years Filed as: DANA INVESTMENT ADV INC Service code 26 · EIN 39-1512278 | Advisory (Participants) | $8,160 |
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 | $516,463 | $101,591+408.4% | $147,096+251.1% | $74,429+593.9% |
| Participation rate | 93.0% | 75.5%+17.4pp | 82.2%+10.8pp | 67.2%+25.8pp |
| Annual return | 13.63% | 8746.45%-8732.8pp | 419.75%-406.1pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $18,869 | $3,813+394.9% | $4,936+282.3% | $2,625+618.9% |
| Participant deferral / active EE | $10,706 | $7,302+46.6% | $8,071+32.7% | $4,348+146.2% |
| Admin fee / account holder | $1,979 | $1,750+13.1% | $13,005-84.8% | $1,944+1.8% |