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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL TOPCO LLC Service code 28 · EIN 82-1434504 | Investment Management | $37,812 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $29,928 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,259 | $79,171+10.2% | $102,423-14.8% | $74,495+17.1% |
| Participation rate | 62.6% | 74.8%-12.2pp | 76.5%-13.9pp | 67.2%-4.6pp |
| Annual return | 15.13% | 54.93%-39.8pp | 29.32%-14.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,181 | $2,362-7.7% | $3,023-27.9% | $2,623-16.9% |
| Participant deferral / active EE | $4,962 | $4,415+12.4% | $5,053-1.8% | $4,346+14.2% |
| Admin fee / account holder | $408 | $2,001-79.6% | $9,451-95.7% | $1,942-79.0% |