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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREGORY J SCHWARTZ & CO INC Service code 27 · EIN 38-2117812 | Advisory (Plan) | $36,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,392 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,919 | $84,487+2.9% | $125,339-30.7% | $66,914+29.9% |
| Participation rate | 94.7% | 76.4%+18.2pp | 82.4%+12.3pp | 69.8%+24.9pp |
| Annual return | -18.78% | -8.39%-10.4pp | 572.05%-590.8pp | 1.58%-20.4pp |
| Employer contribution / active EE | $607 | $3,553-82.9% | $4,814-87.4% | $2,544-76.1% |
| Participant deferral / active EE | $4,264 | $6,781-37.1% | $7,446-42.7% | $4,237+0.6% |
| Admin fee / account holder | $354 | $685-48.3% | $10,010-96.5% | $593-40.3% |