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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $28,688 |
KREBER3 years Service code 10 · EIN 31-4364062 | Accounting | $26,318 |
Filed as: BUCKINGHAM ASSET MANAGEMENT Service code 28 · EIN 20-8306720 | Investment Management | $17,521 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $12,780 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $4 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $131,875 | $101,591+29.8% | $147,096-10.3% | $74,429+77.2% |
| Participation rate | 96.3% | 75.5%+20.7pp | 82.2%+14.1pp | 67.2%+29.0pp |
| Annual return | 9.93% | 8746.45%-8736.5pp | 419.75%-409.8pp | 1368.38%-1358.4pp |
| Employer contribution / active EE | $573 | $3,813-85.0% | $4,936-88.4% | $2,625-78.2% |
| Participant deferral / active EE | $9,312 | $7,302+27.5% | $8,071+15.4% | $4,348+114.2% |
| Admin fee / account holder | $580 | $1,750-66.8% | $13,005-95.5% | $1,944-70.2% |