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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $55,028 |
WELCH & FORBES LLC2+ years Service code 26 · EIN 04-3573806 | Advisory (Participants) | $34,342 |
BIRCH HILL INVESTMENT ADVISORS2+ years Service code 26 · EIN 20-8723327 | Advisory (Participants) | $9,297 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $3,545 |
CHARLES SCHWAB & CO., INC.2+ 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 | $269,043 | $75,183+257.8% | $123,894+117.2% | $55,167+387.7% |
| Participation rate | 98.2% | 72.8%+25.3pp | 81.4%+16.7pp | 69.0%+29.2pp |
| Annual return | 8.65% | 19.01%-10.4pp | 47.52%-38.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $693 | $2,823-75.4% | $4,617-85.0% | $1,963-64.7% |
| Participant deferral / active EE | $10,733 | $5,084+111.1% | $5,984+79.4% | $3,054+251.4% |
| Admin fee / account holder | $306 | $663-53.8% | $8,357-96.3% | $504-39.2% |