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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $212,593 |
EP WEALTH ADVISORS LLC3+ years Service code 26 · EIN 33-0152539 | Advisory (Participants) | $39,352 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $32,194 |
MARINER LLC3+ years Filed as: MARINER PLATFORM SOLUTIONS LLC Service code 26 · EIN 84-3582920 | Advisory (Participants) | $15,486 |
Filed as: WEALTHSPIRE ADVISORS LLC Service code 26 · EIN 13-3831584 | Advisory (Participants) | $13,307 |
EVOKE WEALTH LLC3+ years Service code 26 · EIN 83-3323177 | Advisory (Participants) | $12,823 |
Service code 26 · EIN 41-2016508 | Advisory (Participants) | $9,145 |
SIGNATUREFD LLC3+ years Service code 26 · EIN 58-2323085 | Advisory (Participants) | $6,190 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $516,012 | $160,882+220.7% | $200,582+157.3% | $102,872+401.6% |
| Participation rate | 98.4% | 91.2%+7.2pp | 86.9%+11.5pp | 73.0%+25.3pp |
| Annual return | 16.15% | 18.15%-2.0pp | 42.33%-26.2pp | 19.06%-2.9pp |
| Employer contribution / active EE | $25,307 | $5,602+351.7% | $6,419+294.3% | $3,526+617.7% |
| Participant deferral / active EE | $18,173 | $9,300+95.4% | $9,331+94.8% | $5,535+228.3% |
| Admin fee / account holder | $69 | $125-44.5% | $16,305-99.6% | $292-76.3% |