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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB Service code 27 · EIN 94-1737782 | Advisory (Plan) | $67,440 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $55,134 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 94-1347393 | Advisory (Plan) | $50,367 |
TD AMERITRADE, INC.7+ years Filed as: TD AMERITRADE Service code 27 · EIN 06-0988655 | Advisory (Plan) | $42,710 |
Filed as: FIDELITY INVESTMENTS Service code 27 · EIN 04-2882358 | Advisory (Plan) | $41,010 |
LPL FINANCIAL7+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $30,225 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $22,912 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-3180817 | Advisory (Plan) | $15,432 |
Filed as: AMERIPRISE FINANCIAL Service code 27 · EIN 41-0973005 | Advisory (Plan) | $13,088 |
Filed as: NORTHWESTERN MUTUAL Service code 27 · EIN 39-0509570 | Advisory (Plan) | $8,848 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,059 | $56,485+445.4% | $185,823+65.8% | $86,799+254.9% |
| Participation rate | 67.5% | 65.5%+2.0pp | 81.7%-14.2pp | 72.3%-4.8pp |
| Annual return | 16.65% | 118.04%-101.4pp | 122.05%-105.4pp | 97.91%-81.3pp |
| Employer contribution / active EE | $10,240 | $1,843+455.7% | $5,167+98.2% | $2,405+325.7% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $1,135 | $150+658.8% | $16,237-93.0% | $170+569.4% |