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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 21 · EIN 94-1737782 | Bank Trustee | $59,600 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,912 | $78,690+40.9% | $161,489-31.3% | $87,485+26.8% |
| Participation rate | 97.9% | 67.5%+30.4pp | 78.7%+19.2pp | 68.9%+28.9pp |
| Annual return | 9.46% | 32.74%-23.3pp | 89.72%-80.3pp | 26.06%-16.6pp |
| Employer contribution / active EE | $6,736 | $2,588+160.3% | $4,268+57.8% | $2,596+159.5% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $527 | $6,724-92.2% | $16,006-96.7% | $7,775-93.2% |