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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $76,241 |
ANCORA ADVISORS5 years Filed as: ANCORA FAMILY WEALTH ADVISORS Service code 26 · EIN 41-2071875 | Advisory (Participants) | $61,798 |
Filed as: CBIZ INVESTMENT ADVISORY SERVI Service code 28 · EIN 81-3968784 | Investment Management | $27,811 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $2,667 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,586 | $82,163+192.8% | $125,358+91.9% | $64,811+271.2% |
| Participation rate | 99.3% | 77.9%+21.4pp | 82.4%+16.9pp | 71.5%+27.8pp |
| Annual return | -16.48% | 3.49%-20.0pp | 572.03%-588.5pp | 32.83%-49.3pp |
| Employer contribution / active EE | $12,667 | $3,616+250.3% | $4,814+163.1% | $2,506+405.4% |
| Participant deferral / active EE | $12,317 | $7,175+71.7% | $7,447+65.4% | $4,310+185.8% |
| Admin fee / account holder | $416 | $163+155.0% | $10,007-95.8% | $188+121.6% |