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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $51,937 |
SPECTRUM INVESTMENT ADVISORS6+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $9,950 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,739 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,748 | $69,515+92.4% | $86,874+54.0% | $85,850+55.8% |
| Participation rate | 91.7% | 66.3%+25.3pp | 71.6%+20.0pp | 69.3%+22.4pp |
| Annual return | 10.33% | 20.12%-9.8pp | 63.52%-53.2pp | 318.53%-308.2pp |
| Employer contribution / active EE | $427 | $1,880-77.3% | $2,495-82.9% | $2,565-83.4% |
| Participant deferral / active EE | $4,041 | $2,919+38.4% | $3,699+9.2% | $3,952+2.3% |
| Admin fee / account holder | $584 | $5,972-90.2% | $5,828-90.0% | $6,260-90.7% |