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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $78,264 |
PAINTED PORCH ADVISORS LLC3 years Service code 26 · EIN 83-4557699 | Advisory (Participants) | $26,576 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $24,958 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,051 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $359,030 | $81,233+342.0% | $155,567+130.8% | $80,874+343.9% |
| Participation rate | 95.8% | 66.2%+29.6pp | 78.2%+17.6pp | 67.6%+28.2pp |
| Annual return | 16.12% | 33.33%-17.2pp | 64.74%-48.6pp | 35.62%-19.5pp |
| Employer contribution / active EE | $9,734 | $3,101+213.9% | $4,674+108.2% | $2,756+253.2% |
| Participant deferral / active EE | $6,673 | $3,452+93.3% | $5,628+18.6% | $4,297+55.3% |
| Admin fee / account holder | $961 | $7,998-88.0% | $15,916-94.0% | $6,935-86.1% |