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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $90,874 |
MUELLER PROST2 years Filed as: MUELLER PROST PC Service code 10 · EIN 43-0642511 | Accounting | $9,262 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,512 |
CHARLES SCHWAB & CO., INC.2 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.)
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 | $114,970 | $84,936+35.4% | $111,308+3.3% | $79,391+44.8% |
| Participation rate | 71.6% | 75.9%-4.3pp | 77.3%-5.7pp | 70.7%+0.9pp |
| Annual return | 28.06% | 17.45%+10.6pp | 54.67%-26.6pp | 116.88%-88.8pp |
| Employer contribution / active EE | $3,017 | $1,979+52.4% | $2,732+10.4% | $2,428+24.3% |
| Participant deferral / active EE | $3,828 | $3,888-1.5% | $4,487-14.7% | $4,046-5.4% |
| Admin fee / account holder | $582 | $537+8.4% | $7,965-92.7% | $627-7.1% |