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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $166,758 |
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON NATIONAL ASSOC Service code 26 · EIN 25-0659306 | Advisory (Participants) | $40,085 |
FIRST REPUBLIC INVESTMENT MANA6+ years Service code 26 · EIN 22-3623353 | Advisory (Participants) | $39,019 |
SOLARIS ADVISORS LLC6+ years Service code 26 · EIN 84-1734245 | Advisory (Participants) | $34,626 |
ASPIRIANT LLC3 years Service code 26 · EIN 26-1518255 | Advisory (Participants) | $25,754 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $17,029 |
Service code 26 · EIN 56-2326959 | Advisory (Participants) | $15,779 |
Service code 26 · EIN 12-7381251 | Advisory (Participants) | $15,498 |
CALLAN ASSOCIATES6+ years Filed as: CALLAN CAPITAL LLC Service code 26 · EIN 20-8228510 | Advisory (Participants) | $14,607 |
REILLY, PENNER & BENTON LLP4 years Filed as: REILLY FINANCIAL ADVISORS LLC Service code 26 · EIN 33-0775174 | Advisory (Participants) | $7,520 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $296,377 | $127,481+132.5% | $149,751+97.9% | $90,274+228.3% |
| Participation rate | 92.3% | 78.2%+14.1pp | 82.5%+9.9pp | 73.4%+19.0pp |
| Annual return | 17.06% | 57.78%-40.7pp | 276.71%-259.7pp | 53.97%-36.9pp |
| Employer contribution / active EE | $8,221 | $3,448+138.4% | $4,646+77.0% | $2,523+225.8% |
| Participant deferral / active EE | $12,795 | $6,975+83.4% | $6,843+87.0% | $4,231+202.5% |
| Admin fee / account holder | $65 | $152-56.8% | $9,312-99.3% | $114-42.6% |