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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $31,424 |
Filed as: CBIZ INVESTMENT ADVISORY SERVI Service code 28 · EIN 81-3968784 | Investment Management | $24,853 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 28 · EIN 31-0841368 | Investment Management | $23,201 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,836 | $101,539+72.2% | $147,041+18.9% | $74,400+135.0% |
| Participation rate | 86.5% | 75.5%+11.0pp | 82.2%+4.3pp | 67.2%+19.3pp |
| Annual return | 13.43% | 8740.84%-8727.4pp | 419.21%-405.8pp | 1367.51%-1354.1pp |
| Employer contribution / active EE | $1,364 | $3,811-64.2% | $4,935-72.4% | $2,624-48.0% |
| Participant deferral / active EE | $9,835 | $7,304+34.7% | $8,071+21.9% | $4,348+126.2% |
| Admin fee / account holder | $563 | $1,749-67.8% | $13,006-95.7% | $1,944-71.0% |