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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 | Securities brokerage; Direct payment ... | $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 | $101,672+29.7% | $147,117-10.4% | $74,478+77.1% |
| Participation rate | 96.3% | 75.5%+20.7pp | 82.2%+14.1pp | 67.2%+29.0pp |
| Annual return | 9.93% | 8757.83%-8747.9pp | 420.54%-410.6pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $573 | $3,813-85.0% | $4,932-88.4% | $2,626-78.2% |
| Participant deferral / active EE | $9,312 | $7,305+27.5% | $8,065+15.5% | $4,350+114.1% |
| Admin fee / account holder | $580 | $1,753-66.9% | $12,993-95.5% | $1,946-70.2% |