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| Provider | Service type | Compensation |
|---|---|---|
HPM PARTNERS4 years Filed as: HPM PARTNERS, LLC Service code 15 · EIN 35-2467663 | Recordkeeping | $46,106 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,517 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1 |
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 | $120,362 | $55,472+117.0% | $155,567-22.6% | $74,546+61.5% |
| Participation rate | 70.8% | 61.9%+8.9pp | 78.2%-7.4pp | 67.2%+3.6pp |
| Annual return | 12.84% | 268.72%-255.9pp | 64.74%-51.9pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $1,090 | $2,269-52.0% | $4,674-76.7% | $2,624-58.5% |
| Participant deferral / active EE | $4,803 | $2,838+69.2% | $5,628-14.7% | $4,347+10.5% |
| Admin fee / account holder | $440 | $1,743-74.7% | $15,916-97.2% | $1,944-77.3% |