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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY HLD LLC Service code 28 · EIN 26-4310632 | Investment Management | $68,151 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,144 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $354,414 | $91,439+287.6% | $135,974+160.6% | $71,511+395.6% |
| Participation rate | 96.6% | 75.7%+21.0pp | 81.9%+14.7pp | 67.9%+28.7pp |
| Annual return | 23.89% | 29.90%-6.0pp | 68.30%-44.4pp | 28.86%-5.0pp |
| Employer contribution / active EE | $18,436 | $3,705+397.6% | $4,859+279.4% | $2,589+612.0% |
| Participant deferral / active EE | $17,979 | $7,093+153.5% | $7,760+131.7% | $4,291+319.0% |
| Admin fee / account holder | $360 | $1,267-71.6% | $10,767-96.7% | $1,588-77.3% |