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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 28 · EIN 13-2638166 | Investment Management | $89,960 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $42,342 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,404 | $89,248+57.3% | $136,007+3.2% | $74,495+88.5% |
| Participation rate | 91.7% | 69.4%+22.2pp | 76.5%+15.2pp | 67.2%+24.5pp |
| Annual return | 15.20% | 22.76%-7.6pp | 579.32%-564.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $0 | $2,838-100.0% | $4,217-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,853 | $4,598+92.6% | $7,025+26.0% | $4,346+103.7% |
| Admin fee / account holder | $421 | $1,545-72.7% | $6,858-93.9% | $1,942-78.3% |