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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENSUS INVESTMENT MANAGEMENT G Service code 28 · EIN 26-1523104 | Investment Management | $91,912 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $50,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,335 | $44,764+68.3% | $68,803+9.5% | $64,824+16.2% |
| Participation rate | 54.8% | 64.8%-10.0pp | 69.0%-14.2pp | 71.5%-16.7pp |
| Annual return | -16.75% | -10.91%-5.8pp | -6.37%-10.4pp | 32.84%-49.6pp |
| Employer contribution / active EE | $1,200 | $1,775-32.4% | $2,656-54.8% | $2,507-52.1% |
| Participant deferral / active EE | $3,313 | $3,238+2.3% | $3,942-16.0% | $4,311-23.2% |
| Admin fee / account holder | $343 | $151+126.5% | $4,936-93.1% | $188+82.5% |