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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 | $133,261 |
Filed as: ATLANTA CONSULTING GROUP ADVIS Service code 28 · EIN 81-5358976 | Investment Management | $62,364 |
WHP2 years Service code 29 · EIN 34-1205692 | Legal | $21,860 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BENEFIT CORPORATION Service code 28 · EIN 55-0672859 | Investment Management | $20,783 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: REA & ASSOCIATES, INC. Service code 10 · EIN 34-1310124 | Accounting | $19,190 |
IBEW LOCAL 972 PENSION1 year Service code 28 · EIN 31-0964117 | Investment Management | $6,083 |
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 | $178,738 | $111,608+60.1% | $177,827+0.5% | $73,412+143.5% |
| Participation rate | 59.7% | 87.9%-28.2pp | 87.7%-28.0pp | 72.2%-12.5pp |
| Annual return | 12.33% | 18.23%-5.9pp | 48.32%-36.0pp | 59.30%-47.0pp |
| Employer contribution / active EE | $4,723 | $3,796+24.4% | $5,918-20.2% | $2,234+111.4% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,713-100.0% | $3,806-100.0% |
| Admin fee / account holder | $610 | $166+268.7% | $12,429-95.1% | $158+286.6% |