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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS3 years Filed as: VISTA CAPITAL PARTNERS Service code 27 · EIN 93-1307808 | Advisory (Plan) | $69,926 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $69,141 |
Service code 27 · EIN 93-0646988 | Advisory (Plan) | $51,814 |
AUXIER ASSET MANAGEMENT LLC8+ years Service code 27 · EIN 93-1248453 | Advisory (Plan) | $31,026 |
HYAS GROUP, LLC7 years Filed as: HYAS GROUP LLC Service code 28 · EIN 26-2924761 | Investment Management | $30,600 |
CAIRN INVESTMENT GROUP INC2 years Service code 27 · EIN 20-8789267 | Advisory (Plan) | $21,908 |
VISION CAPITAL MANAGEMENT INC.8+ years Service code 27 · EIN 93-1270204 | Advisory (Plan) | $20,540 |
MERCER4 years Filed as: MERCER GLOBAL ADVISORS INC Service code 27 · EIN 74-3257877 | Advisory (Plan) | $15,080 |
BECKER CAPITAL MANAGEMENT2 years Filed as: BECKER CAPITAL MANAGEMENT INC Service code 27 · EIN 93-0663104 | Advisory (Plan) | $8,043 |
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 | $476,301 | $84,493+463.7% | $125,381+279.9% | $66,938+611.5% |
| Participation rate | 97.3% | 76.4%+20.9pp | 82.4%+14.9pp | 69.8%+27.5pp |
| Annual return | -14.18% | -8.49%-5.7pp | 572.31%-586.5pp | 1.58%-15.8pp |
| Employer contribution / active EE | $12,363 | $3,554+247.9% | $4,815+156.8% | $2,545+385.8% |
| Participant deferral / active EE | $12,641 | $6,783+86.4% | $7,448+69.7% | $4,238+198.3% |
| Admin fee / account holder | $1,643 | $685+139.8% | $10,007-83.6% | $594+176.8% |