| Provider | Service type | Compensation |
|---|---|---|
LMCG INVESTMENTS LLC7+ years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $176,232 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $134,141 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: CHEVY CHASE TRUST COMPANY Service code 26 · EIN 52-2037618 | Advisory (Participants) | $107,303 |
Filed as: MJM FINANCIAL LLC Service code 28 · EIN 86-0882983 | Investment Management | $70,000 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $70,000 |
CHICAGO WEALTH MANAGEMENT INC7+ years Service code 26 · EIN 20-1255704 | Advisory (Participants) | $41,158 |
FARR MILLER & WASHINGTON2 years Filed as: FARR MILLER & WASHINGTON LLC - Service code 26 · EIN 52-1979573 | Advisory (Participants) | $37,274 |
ADVICEPERIOD LLC2 years Service code 26 · EIN 90-1031455 | Advisory (Participants) | $37,049 |
Filed as: PIETZSCH BONNETT & WOMACK PA Service code 29 · EIN 81-0574082 | Legal | $30,454 |
RNC GENTER CAPITAL MANAGEMENT7+ years Service code 26 · EIN 95-4670255 | Advisory (Participants) | $29,622 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $385,099 | $120,450+219.7% | $159,495+141.4% | $93,010+314.0% |
| Participation rate | 97.8% | 78.0%+19.9pp | 82.8%+15.0pp | 73.9%+23.9pp |
| Annual return | 17.64% | 27.11%-9.5pp | 263.72%-246.1pp | 158.70%-141.1pp |
| Employer contribution / active EE | $9,730 | $3,526+176.0% | $4,831+101.4% | $2,705+259.7% |
| Participant deferral / active EE | $17,729 | $7,283+143.4% | $7,354+141.1% | $4,561+288.7% |
| Admin fee / account holder | $152 | $137+11.2% | $10,804-98.6% | $152+0.2% |