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| Provider | Service type | Compensation |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD4+ years Filed as: BRONFMAN E.L. ROTHSCHILD, LP Service code 27 · EIN 39-1908691 | Advisory (Plan) | $31,561 |
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $23,450 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Custodial (securities); Claims proces... | $7,725 |
Filed as: SMITH, SCHAFER & ASSOCIATES,LTD Service code 10 · EIN 41-1489071 | Accounting | $5,100 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $72,545 | $59,191+22.6% | $76,768-5.5% | $56,289+28.9% |
| Participation rate | 80.4% | 75.2%+5.2pp | 77.0%+3.5pp | 69.9%+10.6pp |
| Annual return | -6.89% | 6.62%-13.5pp | 2.43%-9.3pp | -9.96%+3.1pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $323 | $489-33.9% | $6,676-95.2% | $521-38.0% |