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| Provider | Service type | Compensation |
|---|---|---|
RESEARCH FINANCIAL STRATEGIES5 years Service code 27 · EIN 27-1964375 | Advisory (Plan) | $3,100 |
CHARLES SCHWAB & CO., INC.6+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $80 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,585 | $60,124+388.3% | $90,404+224.7% | $79,858+267.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 10.63% | 71.94%-61.3pp | 1293.02%-1282.4pp | 31.71%-21.1pp |
| Employer contribution / active EE | $26,375 | $2,068+1175.5% | $3,262+708.6% | $2,471+967.5% |
| Participant deferral / active EE | $4,608 | $2,938+56.8% | $3,963+16.3% | $3,740+23.2% |
| Admin fee / account holder | $31,782 | $3,976+699.3% | $5,611+466.4% | $5,306+499.0% |