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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 46-2591639 | Advisory (Participants) | $64,634 |
Filed as: STEELE CAPITAL MANAGEMENT INC Service code 26 · EIN 42-1460565 | Advisory (Participants) | $16,015 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $15,448 |
Service code 26 · EIN 20-8251802 | Advisory (Participants) | $9,001 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,413 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $365,384 | $46,732+681.9% | $156,551+133.4% | $55,167+562.3% |
| Participation rate | 94.6% | 65.8%+28.8pp | 84.0%+10.6pp | 69.0%+25.6pp |
| Annual return | 19.46% | 17.72%+1.7pp | 32.23%-12.8pp | 169.23%-149.8pp |
| Employer contribution / active EE | $23,824 | $2,105+1031.7% | $5,501+333.1% | $1,963+1113.9% |
| Participant deferral / active EE | $16,011 | $2,204+626.4% | $4,871+228.7% | $3,054+424.2% |
| Admin fee / account holder | $495 | $418+18.3% | $13,028-96.2% | $504-1.8% |