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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BUCKINGHAM STRATEGIC WEALTH LL Service code 26 · EIN 20-8306720 | Advisory (Participants) | $225,078 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $203,976 |
ASPIRIANT LLC6 years Service code 26 · EIN 26-1518255 | Advisory (Participants) | $69,427 |
SOLARIS ADVISORS LLC3 years Filed as: SOLARIS ADVISORS Service code 26 · EIN 84-1734245 | Advisory (Participants) | $41,736 |
THE BANK OF NEW YORK MELLON8 years Filed as: BNY MELLON NATIONAL ASSOC Service code 26 · EIN 25-0659306 | Advisory (Participants) | $32,223 |
Service code 26 · EIN 46-3425132 | Advisory (Participants) | $22,958 |
CALLAN LLC9+ years Filed as: CALLAN CAPITAL LLC Service code 26 · EIN 20-8228510 | Advisory (Participants) | $18,586 |
Service code 26 · EIN 56-2326959 | Advisory (Participants) | $17,394 |
LYELL WEALTH MANAGEMENT LP3 years Service code 26 · EIN 81-1713122 | Advisory (Participants) | $13,244 |
FIRST REPUBLIC INVESTMENT MANA9+ years Service code 26 · EIN 22-3623353 | Advisory (Participants) | $10,696 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,811 | $107,459+163.2% | $135,903+108.1% | $80,160+252.8% |
| Participation rate | 92.2% | 78.0%+14.1pp | 81.9%+10.3pp | 72.9%+19.3pp |
| Annual return | 19.48% | 91.91%-72.4pp | 68.23%-48.8pp | 40.38%-20.9pp |
| Employer contribution / active EE | $9,300 | $3,877+139.9% | $4,856+91.5% | $2,978+212.3% |
| Participant deferral / active EE | $15,609 | $8,195+90.5% | $7,758+101.2% | $5,017+211.1% |
| Admin fee / account holder | $66 | $127-48.3% | $10,762-99.4% | $145-54.7% |