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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 | Securities brokerage; Securities brok... | $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 | $81,276+341.7% | $155,574+130.8% | $80,925+343.7% |
| Participation rate | 95.8% | 66.2%+29.6pp | 78.2%+17.6pp | 67.7%+28.2pp |
| Annual return | 16.12% | 33.36%-17.2pp | 64.87%-48.8pp | 35.65%-19.5pp |
| Employer contribution / active EE | $9,734 | $3,103+213.7% | $4,676+108.2% | $2,756+253.2% |
| Participant deferral / active EE | $6,673 | $3,453+93.3% | $5,629+18.5% | $4,299+55.2% |
| Admin fee / account holder | $961 | $7,993-88.0% | $15,914-94.0% | $6,940-86.1% |