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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPU INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 25-1503421 | Investment Management | $39,314 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $8,272 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $6,666 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,393 | $94,529+55.9% | $140,016+5.3% | $64,186+129.6% |
| Participation rate | 80.6% | 84.1%-3.5pp | 87.5%-6.9pp | 69.6%+11.0pp |
| Annual return | -2.77% | 7.77%-10.5pp | 651.12%-653.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $2,455 | $3,812-35.6% | $5,606-56.2% | $2,381+3.1% |
| Participant deferral / active EE | $3,296 | $5,250-37.2% | $6,927-52.4% | $3,470-5.0% |
| Admin fee / account holder | $426 | $6,741-93.7% | $10,705-96.0% | $4,888-91.3% |