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| Provider | Service type | Compensation |
|---|---|---|
TROXELL FINANCIAL1 year Service code 26 · EIN 27-4418309 | Advisory (Participants) | $17,760 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Account maintenance fees; Direct paym... | $10,529 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,940 | $26,549+122.0% | $61,373-4.0% | $66,914-11.9% |
| Participation rate | 35.6% | 38.1%-2.5pp | 52.6%-17.0pp | 69.8%-34.2pp |
| Annual return | -34.90% | -16.21%-18.7pp | 338.61%-373.5pp | 1.58%-36.5pp |
| Employer contribution / active EE | $691 | $651+6.1% | $1,159-40.4% | $2,544-72.8% |
| Participant deferral / active EE | $1,582 | $1,338+18.2% | $2,125-25.6% | $4,237-62.7% |
| Admin fee / account holder | $585 | $409+43.1% | $2,130-72.5% | $593-1.4% |