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| Provider | Service type | Compensation |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD5+ years Filed as: BRONFMAN E.L. ROTHSCHILD, LP Service code 27 · EIN 39-1908691 | Advisory (Plan) | $39,478 |
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $29,721 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $7,550 |
Filed as: SMITH SCHAFER & ASSOCIATES Service code 10 · EIN 41-1489071 | Accounting | $5,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,123 | $65,378+34.8% | $87,102+1.2% | $65,188+35.2% |
| Participation rate | 80.3% | 75.3%+5.0pp | 76.9%+3.5pp | 70.2%+10.1pp |
| Annual return | 23.73% | 31.28%-7.6pp | 28.19%-4.5pp | 29.38%-5.7pp |
| Employer contribution / active EE | $0 | $1,823-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,048-100.0% | $3,514-100.0% |
| Admin fee / account holder | $406 | $520-22.0% | $7,493-94.6% | $847-52.1% |