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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 | $86,050+28.9% | $189,758-41.6% | $94,015+18.0% |
| Participation rate | 97.9% | 68.9%+29.0pp | 79.8%+18.1pp | 70.8%+27.1pp |
| Annual return | 9.46% | 17.77%-8.3pp | 52.62%-43.2pp | 17.84%-8.4pp |
| Employer contribution / active EE | $6,736 | $2,819+138.9% | $4,767+41.3% | $2,790+141.4% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $527 | $6,627-92.0% | $20,388-97.4% | $8,951-94.1% |