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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $112,694 |
Filed as: ATLANTA CONSULTING GROUP ADVIS Service code 28 · EIN 81-5358976 | Investment Management | $58,871 |
WICKENS, HERZER, PANZA, COOKE4+ years Filed as: WICKENS HERZER PANZA COOK & BATISTA Service code 29 · EIN 34-1205692 | Legal | $26,166 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BENEFIT CORPORATION Service code 28 · EIN 55-0672859 | Investment Management | $21,285 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: REA & ASSOCIATES, INC. Service code 10 · EIN 34-1310124 | Accounting | $17,400 |
RUBLE, ROBERT T3 years Service code 28 · EIN 42-1558009 | Investment Management | $6,693 |
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.)
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 | $144,722 | $80,005+80.9% | $140,019+3.4% | $55,725+159.7% |
| Participation rate | 58.5% | 87.0%-28.5pp | 87.5%-29.0pp | 70.9%-12.3pp |
| Annual return | -6.01% | 0.46%-6.5pp | 651.15%-657.2pp | 244.93%-250.9pp |
| Employer contribution / active EE | $4,007 | $3,403+17.8% | $5,605-28.5% | $2,078+92.8% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $566 | $116+389.0% | $10,705-94.7% | $115+391.1% |