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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION3 years Service code 26 · EIN 35-1550787 | Advisory (Participants) | $41,861 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Recordkeeping and information managem... | $13,818 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,408 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,353 | $62,327+38.5% | $120,354-28.3% | $74,495+15.9% |
| Participation rate | 66.4% | 56.8%+9.6pp | 71.9%-5.5pp | 67.2%-0.8pp |
| Annual return | 11.18% | 18.61%-7.4pp | 107.15%-96.0pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,469 | $1,843-20.3% | $3,463-57.6% | $2,623-44.0% |
| Participant deferral / active EE | $2,128 | $2,893-26.4% | $4,991-57.4% | $4,346-51.0% |
| Admin fee / account holder | $492 | $2,396-79.5% | $9,423-94.8% | $1,942-74.6% |