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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 | $212,828 |
SOLARIS ADVISORS LLC1 year Filed as: SOLARIS ADVISORS Service code 26 · EIN 84-1734245 | Advisory (Participants) | $45,504 |
FIRST REPUBLIC INVESTMENT MANA7+ years Service code 26 · EIN 22-3623353 | Advisory (Participants) | $45,278 |
THE BANK OF NEW YORK MELLON6 years Filed as: BNY MELLON NATIONAL ASSOC Service code 26 · EIN 25-0659306 | Advisory (Participants) | $32,750 |
ASPIRIANT LLC4 years Service code 26 · EIN 26-1518255 | Advisory (Participants) | $29,154 |
Filed as: BUCKINGHAM STRATEGIC WEALTH LL Service code 26 · EIN 20-8306720 | Advisory (Participants) | $21,531 |
Service code 26 · EIN 56-2326959 | Advisory (Participants) | $19,695 |
CALLAN ASSOCIATES7+ years Filed as: CALLAN CAPITAL LLC Service code 26 · EIN 20-8228510 | Advisory (Participants) | $17,109 |
Service code 26 · EIN 81-1713122 | Advisory (Participants) | $14,300 |
KAREL CAPITAL INC2 years Service code 26 · EIN 94-3123312 | Advisory (Participants) | $8,069 |
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 | $315,057 | $120,450+161.6% | $159,495+97.5% | $93,010+238.7% |
| Participation rate | 91.7% | 78.0%+13.7pp | 82.8%+8.8pp | 73.9%+17.8pp |
| Annual return | 16.23% | 27.11%-10.9pp | 263.72%-247.5pp | 158.70%-142.5pp |
| Employer contribution / active EE | $8,185 | $3,526+132.2% | $4,831+69.4% | $2,705+202.6% |
| Participant deferral / active EE | $13,008 | $7,283+78.6% | $7,354+76.9% | $4,561+185.2% |
| Admin fee / account holder | $76 | $137-44.5% | $10,804-99.3% | $152-50.0% |