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| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP8 years Service code 10 · EIN 13-1639826 | Accounting | $31,973 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $17,313 |
FLAGSTAR ADVISORS INC2 years Filed as: FLAGSTAR ADVISORS Service code 28 · EIN 13-4120476 | Investment Management | $12,421 |
CHARLES SCHWAB & CO., INC.10+ years 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,336 | $101,591+70.6% | $147,096+17.8% | $74,429+132.9% |
| Participation rate | 90.2% | 75.5%+14.6pp | 82.2%+8.0pp | 67.2%+22.9pp |
| Annual return | 6.81% | 8746.45%-8739.6pp | 419.75%-412.9pp | 1368.38%-1361.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $15,015 | $7,302+105.6% | $8,071+86.0% | $4,348+245.3% |
| Admin fee / account holder | $328 | $1,750-81.2% | $13,005-97.5% | $1,944-83.1% |