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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $77,427 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,545 | $62,723-25.8% | $142,898-67.4% | $86,821-46.4% |
| Participation rate | 36.7% | 62.6%-25.9pp | 72.0%-35.3pp | 72.3%-35.6pp |
| Annual return | 26.39% | 17.62%+8.8pp | 5639.64%-5613.2pp | 97.94%-71.5pp |
| Employer contribution / active EE | $233 | $1,627-85.7% | $4,146-94.4% | $2,406-90.3% |
| Participant deferral / active EE | $2,074 | $3,039-31.7% | $3,838-46.0% | $4,132-49.8% |
| Admin fee / account holder | $159 | $140+13.9% | $6,560-97.6% | $170-6.2% |