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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $65,436 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 28 · EIN 52-1396995 | Investment Management | $32,075 |
ANCORA ADVISORS2 years Filed as: ANCORA FAMILY WEALTH ADVISORS Service code 26 · EIN 41-2071875 | Advisory (Participants) | $11,908 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,658 |
CHARLES SCHWAB & CO., INC.5+ 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,408 | $88,122+152.4% | $141,197+57.5% | $67,582+229.1% |
| Participation rate | 98.4% | 76.5%+21.9pp | 82.5%+15.9pp | 71.3%+27.1pp |
| Annual return | 16.32% | 75.40%-59.1pp | 71.41%-55.1pp | 378.57%-362.3pp |
| Employer contribution / active EE | $10,484 | $3,224+225.1% | $4,736+121.4% | $2,148+388.1% |
| Participant deferral / active EE | $8,810 | $5,958+47.9% | $6,710+31.3% | $3,539+148.9% |
| Admin fee / account holder | $333 | $131+154.7% | $10,265-96.8% | $142+134.3% |