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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 46-5576228 | Investment Management | $50,415 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $31,942 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,133 |
CHARLES SCHWAB & CO., INC.4+ years 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $429,894 | $94,529+354.8% | $140,019+207.0% | $64,181+569.8% |
| Participation rate | 93.7% | 84.1%+9.6pp | 87.5%+6.2pp | 69.6%+24.1pp |
| Annual return | -7.73% | 7.77%-15.5pp | 651.15%-658.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $23,213 | $3,812+508.9% | $5,605+314.1% | $2,381+875.0% |
| Participant deferral / active EE | $14,283 | $5,250+172.0% | $6,927+106.2% | $3,470+311.7% |
| Admin fee / account holder | $692 | $6,741-89.7% | $10,705-93.5% | $4,887-85.8% |