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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 | $85,983 |
WELCH & FORBES LLC6+ years Service code 26 · EIN 04-3573806 | Advisory (Participants) | $24,709 |
PINNEY & SCOFIELD INC3 years Service code 26 · EIN 87-0699734 | Advisory (Participants) | $10,240 |
BIRCH HILL INVESTMENT ADVISORS6+ years Service code 26 · EIN 20-8723327 | Advisory (Participants) | $10,097 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,048 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $371,180 | $99,957+271.3% | $149,696+148.0% | $73,488+405.1% |
| Participation rate | 97.7% | 75.7%+22.0pp | 82.5%+15.2pp | 70.7%+27.0pp |
| Annual return | 17.51% | 53.87%-36.4pp | 276.60%-259.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $12,663 | $6,073+108.5% | $6,842+85.1% | $3,740+238.6% |
| Admin fee / account holder | $439 | $551-20.3% | $9,309-95.3% | $513-14.4% |