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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $247,089 |
FIRST REPUBLIC INVESTMENT MANA7+ years Service code 26 · EIN 22-3623353 | Advisory (Participants) | $70,700 |
DOWLING & YAHNKE LLC7+ years Service code 26 · EIN 26-0266092 | Advisory (Participants) | $69,418 |
LMCG INVESTMENTS LLC7+ years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $35,111 |
BOS5 years Service code 26 · EIN 94-3241802 | Advisory (Participants) | $31,135 |
HIGHTOWER ADVISORS LLC1 year Service code 26 · EIN 36-4500709 | Advisory (Participants) | $27,882 |
ASPIRIANT LLC4 years Service code 26 · EIN 26-1518255 | Advisory (Participants) | $26,949 |
Service code 26 · EIN 85-0955391 | Advisory (Participants) | $26,946 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; D... | $26,667 |
ABACUS WEALTH PARTNERS LLC6 years Service code 26 · EIN 65-1193184 | Advisory (Participants) | $23,347 |
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 | $313,750 | $120,450+160.5% | $159,495+96.7% | $93,010+237.3% |
| Participation rate | 94.2% | 78.0%+16.2pp | 82.8%+11.3pp | 73.9%+20.3pp |
| Annual return | 15.36% | 27.11%-11.7pp | 263.72%-248.4pp | 158.70%-143.3pp |
| Employer contribution / active EE | $8,580 | $3,526+143.4% | $4,831+77.6% | $2,705+217.1% |
| Participant deferral / active EE | $14,154 | $7,283+94.3% | $7,354+92.5% | $4,561+210.3% |
| Admin fee / account holder | $210 | $137+53.4% | $10,804-98.1% | $152+38.3% |