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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $58,841 |
BOSTON PARTNERS1+ years Filed as: BOSTON PRIVATE BANK AND TRUST Service code 26 · EIN 33-1023320 | Advisory (Participants) | $20,621 |
WELCH & FORBES LLC1+ years Service code 26 · EIN 04-3573806 | Advisory (Participants) | $16,042 |
Filed as: PINNACLE PENSION CONSULTANTS Service code 26 · EIN 76-0772781 | Advisory (Participants) | $9,803 |
BIRCH HILL INVESTMENT ADVISORS1+ years Service code 26 · EIN 20-8723327 | Advisory (Participants) | $9,014 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $3,684 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,158 | $70,002+268.8% | $115,038+124.4% | $52,331+393.3% |
| Participation rate | 98.2% | 72.1%+26.1pp | 81.4%+16.8pp | 68.1%+30.1pp |
| Annual return | -0.07% | 4.04%-4.1pp | 26.14%-26.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $528 | $2,715-80.5% | $4,608-88.5% | $1,882-71.9% |
| Participant deferral / active EE | $11,546 | $4,920+134.7% | $6,026+91.6% | $3,022+282.0% |
| Admin fee / account holder | $365 | $566-35.5% | $8,175-95.5% | $592-38.3% |