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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $43,801 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,872 | $91,439+254.2% | $135,974+138.2% | $71,511+352.9% |
| Participation rate | 68.0% | 75.7%-7.7pp | 81.9%-13.9pp | 67.9%+0.1pp |
| Annual return | 17.27% | 29.90%-12.6pp | 68.30%-51.0pp | 28.86%-11.6pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $11,438 | $7,093+61.3% | $7,760+47.4% | $4,291+166.6% |
| Admin fee / account holder | $395 | $1,267-68.8% | $10,767-96.3% | $1,588-75.2% |