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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $81,931 |
WELCH & FORBES LLC5+ years Service code 26 · EIN 04-3573806 | Advisory (Participants) | $22,553 |
PINNEY & SCOFIELD INC2 years Service code 26 · EIN 87-0699734 | Advisory (Participants) | $14,596 |
BIRCH HILL INVESTMENT ADVISORS5+ years Service code 26 · EIN 20-8723327 | Advisory (Participants) | $9,727 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $954 |
CHARLES SCHWAB & CO., INC.5+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $322,439 | $89,652+259.7% | $141,197+128.4% | $65,186+394.6% |
| Participation rate | 98.1% | 74.7%+23.4pp | 82.5%+15.7pp | 70.2%+27.9pp |
| Annual return | 19.91% | 32.79%-12.9pp | 71.41%-51.5pp | 29.39%-9.5pp |
| Employer contribution / active EE | $1,049 | $3,065-65.8% | $4,736-77.8% | $2,177-51.8% |
| Participant deferral / active EE | $11,837 | $5,691+108.0% | $6,710+76.4% | $3,514+236.9% |
| Admin fee / account holder | $435 | $569-23.5% | $10,265-95.8% | $847-48.7% |