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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 47-1411118 | Investment Management | $45,000 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $31,393 |
CATANESE GROUP1 year Filed as: CATANESE GROUP A PROFESSIONAL Service code 10 · EIN 25-1685380 | Accounting | $20,000 |
RKL LLP1 year Filed as: RKL WEALTH MANAGEMENT LLC Service code 26 · EIN 23-3016440 | Advisory (Participants) | $14,323 |
Filed as: NW MUTUAL LIFE INSURANCE COMPLANY Service code 23 · EIN 39-0509570 | Direct payment from the plan; Insuran... | $6,515 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $2,417 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $337,144 | $95,438+253.3% | $135,998+147.9% | $74,478+352.7% |
| Participation rate | 95.9% | 78.2%+17.7pp | 81.9%+14.0pp | 70.7%+25.2pp |
| Annual return | 14.72% | 32.61%-17.9pp | 68.37%-53.6pp | 34.37%-19.6pp |
| Employer contribution / active EE | $12,437 | $3,878+220.7% | $4,860+155.9% | $2,637+371.7% |
| Participant deferral / active EE | $11,171 | $7,790+43.4% | $7,761+43.9% | $4,530+146.6% |
| Admin fee / account holder | $145 | $259-44.0% | $10,769-98.7% | $347-58.2% |