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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $228,922 |
FIRST REPUBLIC INVESTMENT MANA8+ years Service code 26 · EIN 22-3623353 | Advisory (Participants) | $53,745 |
DOWLING & YAHNKE LLC8+ years Service code 26 · EIN 26-0266092 | Advisory (Participants) | $51,997 |
LMCG INVESTMENTS LLC8+ years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $35,139 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; F... | $28,034 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS LLC Service code 26 · EIN 27-1180831 | Advisory (Participants) | $26,754 |
CREATIVE PLANNING LLC2 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $25,253 |
SENTINEL WEALTH MANAGEMENT INC.8+ years Service code 26 · EIN 22-3860643 | Advisory (Participants) | $23,445 |
ROBERTS WEALTH ADVISORS LLC2 years Service code 26 · EIN 85-0955391 | Advisory (Participants) | $22,015 |
Service code 26 · EIN 91-1962899 | Advisory (Participants) | $21,967 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,546 | $95,388+161.6% | $125,401+99.0% | $77,906+220.3% |
| Participation rate | 96.6% | 78.6%+18.0pp | 82.4%+14.2pp | 73.7%+22.9pp |
| Annual return | -15.36% | 116.19%-131.5pp | 572.53%-587.9pp | 12.16%-27.5pp |
| Employer contribution / active EE | $11,317 | $3,666+208.7% | $4,816+135.0% | $2,846+297.6% |
| Participant deferral / active EE | $16,471 | $7,711+113.6% | $7,448+121.1% | $4,805+242.8% |
| Admin fee / account holder | $161 | $119+35.2% | $10,008-98.4% | $133+21.2% |