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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $77,982 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $20,000 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,240 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,788 | $80,753+282.4% | $136,294+126.6% | $62,292+395.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.29% | 35.83%-16.5pp | 5155.94%-5136.7pp | 28.90%-9.6pp |
| Employer contribution / active EE | $6,692 | $2,884+132.1% | $4,695+42.5% | $2,042+227.7% |
| Participant deferral / active EE | $10,861 | $5,164+110.3% | $6,247+73.9% | $3,169+242.7% |
| Admin fee / account holder | $636 | $525+21.1% | $9,243-93.1% | $479+32.7% |