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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES9+ years Filed as: FINANCIAL ENGINES INC Service code 28 · EIN 94-3250323 | Investment Management | $2,001,200 |
EWG ELEVATE INC5 years Service code 26 · EIN 82-3365869 | Advisory (Participants) | $686,752 |
STRATOS WEALTH PARTNERS9+ years Filed as: STRATOS WEALTH PARTNERS LTD Service code 26 · EIN 27-5273468 | Advisory (Participants) | $181,303 |
SIGNATURE ESTATE & INVESTMENT9+ years Service code 26 · EIN 95-4806910 | Advisory (Participants) | $140,153 |
GREAT GABLE ADVISORS LLC4 years Service code 26 · EIN 82-5114567 | Advisory (Participants) | $120,350 |
LMCG INVESTMENTS LLC3 years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $106,587 |
CREATIVE PLANNING LLC4 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $105,718 |
AVANTAX INSURANCE AGENCY LLC4 years Filed as: AVANTAX ADVISORY SERVICES INC Service code 26 · EIN 75-2176682 | Advisory (Participants) | $100,753 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $100,634 |
FISHER INVESTMENTS9+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $85,835 |
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.)
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 | $789,889 | $68,330+1056.0% | $149,673+427.7% | $96,393+719.4% |
| Participation rate | 69.5% | 74.6%-5.1pp | 78.8%-9.3pp | 71.3%-1.8pp |
| Annual return | 19.63% | 29.64%-10.0pp | 134.42%-114.8pp | 22.88%-3.3pp |
| Employer contribution / active EE | $0 | $2,139-100.0% | $4,818-100.0% | $3,238-100.0% |
| Participant deferral / active EE | $27,446 | $4,422+520.7% | $5,680+383.2% | $5,455+403.2% |
| Admin fee / account holder | $563 | $52+983.1% | $13,210-95.7% | $74+662.1% |