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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $43,238 |
CARON & BLETZER, PLLC9+ years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $38,955 |
Service code 28 · EIN 36-4001764 | Investment Management | $33,738 |
WITHUMSMITH+BROWN, PC4 years Filed as: PARKER BROWN MACAULAY AND SHEE Service code 29 · EIN 04-3422478 | Legal | $22,060 |
BLEAKLEY FINANCIAL GROUP LLC2 years Service code 26 · EIN 47-2523848 | Advisory (Participants) | $19,935 |
CREATIVE PLANNING LLC1 year Service code 26 · EIN 43-1270780 | Advisory (Participants) | $7,769 |
Service code 26 · EIN 39-1897480 | Advisory (Participants) | $6,554 |
Service code 28 · EIN 13-3124172 | Investment Management | $6,500 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $954 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $336,193 | $95,274+252.9% | $135,903+147.4% | $74,419+351.8% |
| Participation rate | 72.1% | 78.2%-6.0pp | 81.9%-9.8pp | 70.7%+1.4pp |
| Annual return | 16.38% | 32.77%-16.4pp | 68.23%-51.9pp | 34.38%-18.0pp |
| Employer contribution / active EE | $2,724 | $3,874-29.7% | $4,856-43.9% | $2,637+3.3% |
| Participant deferral / active EE | $11,605 | $7,782+49.1% | $7,758+49.6% | $4,528+156.3% |
| Admin fee / account holder | $467 | $266+75.5% | $10,762-95.7% | $348+34.3% |