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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS10+ years Service code 26 3030 N ROCKY POINT DR W · TAMPA, FL 33607 | Advisory (Participants) | $38,425 |
Service code 19 456 FULTON STREET, STE 345 · PEORIA, IL 61602 | Securities Custodian | $24,990 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB BANK Service code 28 | Investment Management | $5,371 |
PREMIER RETIREMENT PARTNERS4 years Service code 13 8040 EXCELSIOR DRIVE STE 401 · MADISON, WI 537172919 | Contract Administrator | $4,660 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 | Shareholder Servicing | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,177 | $60,454-28.6% | $81,844-47.2% | $74,459-42.0% |
| Participation rate | 98.3% | 63.0%+35.3pp | 72.4%+25.9pp | 67.2%+31.1pp |
| Annual return | 10.73% | 16.87%-6.1pp | 778.87%-768.1pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $1,499 | $2,630-43.0% | $2,916-48.6% | $2,626-42.9% |
| Participant deferral / active EE | $4,516 | $3,398+32.9% | $4,323+4.5% | $4,350+3.8% |
| Admin fee / account holder | $351 | $1,490-76.5% | $7,355-95.2% | $1,945-82.0% |