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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $8,267 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,921 | $95,416-23.6% | $185,823-60.8% | $85,850-15.1% |
| Participation rate | 18.5% | 68.8%-50.2pp | 81.7%-63.2pp | 69.3%-50.8pp |
| Annual return | 20.11% | 23.59%-3.5pp | 122.05%-101.9pp | 318.53%-298.4pp |
| Employer contribution / active EE | $385 | $3,314-88.4% | $5,167-92.5% | $2,565-85.0% |
| Participant deferral / active EE | $818 | $3,423-76.1% | $5,568-85.3% | $3,952-79.3% |
| Admin fee / account holder | $376 | $7,213-94.8% | $16,237-97.7% | $6,260-94.0% |