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| Provider | Service type | Compensation |
|---|---|---|
SILICON VALLEY BANK4 years Service code 28 | Investment Management | $1,787,617 |
EWG ELEVATE INC1 year Service code 26 · EIN 82-3365896 | Advisory (Participants) | $621,982 |
BOSTON PARTNERS4 years Service code 28 | Investment Management | $317,023 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $218,557 |
THE BANK OF NEW YORK MELLON2 years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $178,796 |
STRATOS WEALTH PARTNERS5+ years Filed as: STRATOS WEALTH PARTNERS LTD Service code 26 · EIN 27-5273468 | Advisory (Participants) | $144,945 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $136,435 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE ASSOCIATES Service code 28 · EIN 52-0556948 | Investment Management | $130,654 |
Filed as: JANUS CAPITAL MANAGEMENT Service code 28 | Investment Management | $130,638 |
CLIFTONLARSONALLEN LLP5+ years Filed as: CLIFTONLARSONALLEN Service code 26 · EIN 41-1803291 | Advisory (Participants) | $112,454 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $641,503 | $53,565+1097.6% | $172,739+271.4% | $82,204+680.4% |
| Participation rate | 68.9% | 69.6%-0.7pp | 82.6%-13.7pp | 73.4%-4.5pp |
| Annual return | 23.01% | 31.42%-8.4pp | 802.84%-779.8pp | 26.31%-3.3pp |
| Employer contribution / active EE | $0 | $1,857-100.0% | $5,143-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $23,587 | $3,006+684.8% | $5,198+353.8% | $4,246+455.5% |
| Admin fee / account holder | $522 | $61+751.2% | $13,954-96.3% | $76+591.0% |