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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $52,333 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: ABAR RETIREMENT PLAN SERVICES LLC Service code 15 · EIN 46-1281375 25B VREELAND RD. SUITE 103 · FLORHAM PARK, NJ 07932 | Recordkeeping | $47,793 |
ROGOFF & COMPANY PC1+ years Filed as: ROGOFF & CO., P.C. Service code 10 · EIN 13-2688836 355 LEXINGTON AVE. · NEW YORK, NY 10017 | Accounting | $13,000 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,978 | $57,108+29.5% | $94,228-21.5% | $52,331+41.4% |
| Participation rate | 82.1% | 72.9%+9.1pp | 78.8%+3.3pp | 68.1%+14.0pp |
| Annual return | -4.06% | 1.47%-5.5pp | 10.68%-14.7pp | 4.54%-8.6pp |
| Employer contribution / active EE | $1,897 | $1,735+9.3% | $3,587-47.1% | $1,882+0.8% |
| Participant deferral / active EE | $2,684 | $3,040-11.7% | $4,320-37.9% | $3,022-11.2% |
| Admin fee / account holder | $492 | $546-10.0% | $6,269-92.2% | $592-16.9% |