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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 | $76,407+45.2% | $150,298-26.2% | $82,448+34.5% |
| Participation rate | 97.9% | 66.4%+31.5pp | 77.8%+20.1pp | 68.1%+29.8pp |
| Annual return | 9.46% | 39.99%-30.5pp | 62.79%-53.3pp | 41.64%-32.2pp |
| Employer contribution / active EE | $6,736 | $2,614+157.7% | $4,154+62.2% | $2,551+164.1% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $527 | $6,352-91.7% | $14,116-96.3% | $7,234-92.7% |