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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $86,226 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 28 · EIN 59-1327041 | Investment Management | $47,407 |
WICKENS, HERZER, PANZA, COOKE2+ years Filed as: WICKENS HERZER PANZA COOK & BATISTA Service code 29 · EIN 34-1205692 | Legal | $19,571 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BENEFIT Service code 28 · EIN 55-0672859 | Investment Management | $16,886 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: REA & ASSOCIATES, INC. Service code 10 · EIN 34-1310124 | Accounting | $16,500 |
RUBLE, ROBERT T1 year Service code 28 · EIN 42-1558009 | Investment Management | $5,387 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $2 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,940 | $71,802+69.8% | $133,975-9.0% | $57,658+111.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 5.06% | 13.51%-8.4pp | 29.29%-24.2pp | 5.13%-0.1pp |
| Employer contribution / active EE | $5,143 | $3,161+62.7% | $5,211-1.3% | $1,974+160.6% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $439 | $88+401.0% | $9,324-95.3% | $95+364.6% |