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| Provider | Service type | Compensation |
|---|---|---|
RH BUCHANAN5 years Filed as: RH BUCHANAN & CO Service code 27 · EIN 46-2015744 | Advisory (Plan) | $32,860 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $3,550 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,383 | $29,369-68.1% | $77,513-87.9% | $73,412-87.2% |
| Participation rate | 68.0% | 37.9%+30.1pp | 54.2%+13.8pp | 72.2%-4.1pp |
| Annual return | 14.55% | 358.15%-343.6pp | 54.81%-40.3pp | 59.30%-44.7pp |
| Employer contribution / active EE | $258 | $406-36.5% | $987-73.9% | $2,234-88.5% |
| Participant deferral / active EE | $1,479 | $941+57.2% | $1,861-20.5% | $3,806-61.1% |
| Admin fee / account holder | $100 | $123-18.7% | $2,859-96.5% | $158-36.8% |