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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BURNHAM GIBSON WEALTH ADVISORS Service code 28 · EIN 47-5476782 | Investment Management | $76,651 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $36,551 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,488 | $101,317+45.6% | $146,958+0.4% | $74,495+98.0% |
| Participation rate | 70.2% | 75.5%-5.4pp | 82.2%-12.0pp | 67.2%+3.0pp |
| Annual return | 15.57% | 8730.91%-8715.3pp | 418.34%-402.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $398 | $3,810-89.5% | $4,933-91.9% | $2,623-84.8% |
| Participant deferral / active EE | $5,326 | $7,303-27.1% | $8,070-34.0% | $4,346+22.6% |
| Admin fee / account holder | $524 | $1,739-69.9% | $12,998-96.0% | $1,942-73.0% |