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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $239,145 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH CONSULTING Service code 28 · EIN 95-4660745 | Investment Management | $190,000 |
CAPITAL MGMT SERVICES INC3 years Service code 26 · EIN 43-1410129 | Advisory (Participants) | $60,495 |
LIDO ADVISORS LLC2 years Service code 26 · EIN 95-4742435 | Advisory (Participants) | $37,133 |
HC ADVISORS LLC8+ years Service code 26 · EIN 46-0737857 | Advisory (Participants) | $29,190 |
NEUBERGER BERMAN2 years Filed as: NEUBERGER & BERMAN LLC Service code 26 · EIN 13-5521910 | Advisory (Participants) | $27,476 |
TOCQUEVILLE ASSET MANAGEMENT2 years Service code 26 · EIN 13-3547557 | Advisory (Participants) | $24,695 |
KRILOGY FINANCIAL LLC6 years Service code 26 · EIN 26-3835498 | Advisory (Participants) | $22,859 |
LITMAN GREGORY WEALTH MGMT2 years Service code 26 · EIN 68-0362255 | Advisory (Participants) | $20,803 |
Filed as: INDEX FUND ADVISORS INC Service code 26 · EIN 46-3096907 | Advisory (Participants) | $18,205 |
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 | $257,026 | $95,388+169.5% | $125,339+105.1% | $77,904+229.9% |
| Participation rate | 95.1% | 78.6%+16.5pp | 82.4%+12.7pp | 73.7%+21.4pp |
| Annual return | -15.49% | 116.19%-131.7pp | 572.05%-587.5pp | 12.21%-27.7pp |
| Employer contribution / active EE | $11,940 | $3,666+225.7% | $4,814+148.1% | $2,848+319.3% |
| Participant deferral / active EE | $11,709 | $7,711+51.9% | $7,446+57.2% | $4,806+143.6% |
| Admin fee / account holder | $258 | $119+117.4% | $10,010-97.4% | $133+95.0% |