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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $30,265 |
Service code 28 · EIN 47-1411118 | Investment Management | $28,122 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $25,200 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,139 | $87,870-9.9% | $113,168-30.1% | $74,304+6.5% |
| Participation rate | 93.3% | 70.7%+22.6pp | 76.6%+16.8pp | 60.3%+33.0pp |
| Annual return | 12.68% | 26.44%-13.8pp | 24.27%-11.6pp | 29.43%-16.7pp |
| Employer contribution / active EE | $2,177 | $2,277-4.4% | $2,975-26.8% | $2,241-2.9% |
| Participant deferral / active EE | $6,169 | $4,241+45.5% | $5,107+20.8% | $3,767+63.8% |
| Admin fee / account holder | $347 | $3,368-89.7% | $12,068-97.1% | $2,969-88.3% |