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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST4+ years Service code 28 · EIN 38-3416104 | Investment Management | $100,793 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 26 · EIN 34-1479833 | Advisory (Participants) | $75,832 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $7,567 |
Service code 26 · EIN 46-1100820 | Advisory (Participants) | $6,204 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $572,078 | $47,977+1092.4% | $154,108+271.2% | $56,289+916.3% |
| Participation rate | 97.1% | 66.2%+30.9pp | 83.0%+14.0pp | 69.9%+27.2pp |
| Annual return | -5.40% | 3.54%-8.9pp | 735.21%-740.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $28,998 | $2,169+1237.1% | $5,298+447.4% | $2,111+1273.6% |
| Participant deferral / active EE | $9,416 | $2,392+293.7% | $5,081+85.3% | $3,350+181.1% |
| Admin fee / account holder | $1,176 | $438+168.4% | $13,411-91.2% | $521+125.8% |