| Provider | Service type | Compensation |
|---|---|---|
PARTNERCOMM, INC1 year Filed as: PARTNERCOMM INC Service code 28 · EIN 75-2541310 | Investment Management | $229,458 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: MJM 401K LLC Service code 28 · EIN 86-0882983 | Investment Management | $140,000 |
LMCG INVESTMENTS LLC6+ years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $136,551 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE TRUST COMPANY Service code 26 · EIN 52-2037618 | Advisory (Participants) | $87,184 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $53,916 |
Filed as: PIETZSCH BONNETT & WOMACK PA Service code 29 · EIN 81-0574082 | Legal | $52,066 |
CHICAGO WEALTH MANAGEMENT INC6+ years Service code 26 · EIN 20-1255704 | Advisory (Participants) | $35,219 |
FARR MILLER & WASHINGTON1 year Filed as: FARR MILLER & WASHINGTON LLC - Service code 26 · EIN 52-1979573 | Advisory (Participants) | $29,123 |
ADVICEPERIOD LLC1 year Service code 26 · EIN 90-1031455 | Advisory (Participants) | $27,167 |
BAKER STREET ADVISORS LLC6+ years Service code 26 · EIN 72-1538456 | Advisory (Participants) | $26,965 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,456 | $127,481+184.3% | $149,751+142.0% | $90,274+301.5% |
| Participation rate | 98.2% | 78.2%+20.0pp | 82.5%+15.7pp | 73.4%+24.9pp |
| Annual return | 15.84% | 57.78%-41.9pp | 276.71%-260.9pp | 53.97%-38.1pp |
| Employer contribution / active EE | $10,103 | $3,448+193.0% | $4,646+117.5% | $2,523+300.4% |
| Participant deferral / active EE | $16,905 | $6,975+142.4% | $6,843+147.0% | $4,231+299.6% |
| Admin fee / account holder | $166 | $152+9.3% | $9,312-98.2% | $114+45.3% |