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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES6+ years Service code 28 · EIN 34-1753575 | Investment Management | $20,000 |
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $10,250 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,760 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $468,737 | $100,801+365.0% | $149,730+213.1% | $73,412+538.5% |
| Participation rate | 90.4% | 77.7%+12.8pp | 82.5%+8.0pp | 72.2%+18.3pp |
| Annual return | 10.02% | 265.34%-255.3pp | 276.70%-266.7pp | 59.30%-49.3pp |
| Employer contribution / active EE | $11,846 | $3,312+257.7% | $4,645+155.0% | $2,234+430.3% |
| Participant deferral / active EE | $9,202 | $6,404+43.7% | $6,843+34.5% | $3,806+141.8% |
| Admin fee / account holder | $92 | $181-49.0% | $9,310-99.0% | $158-41.5% |