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| Provider | Service type | Compensation |
|---|---|---|
HAYS COMPANIES2+ years Filed as: THE HAYS GROUP INC Service code 28 · EIN 41-1784898 | Investment Management | $62,500 |
HUBER FINANCIAL ADVISORS LLC2+ years Service code 26 · EIN 46-2591639 | Advisory (Participants) | $29,233 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $17,961 |
LAGER & COMPANY INC2+ years Service code 28 · EIN 41-1928320 | Investment Management | $7,273 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $1,180 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $285,293 | $75,183+279.5% | $123,894+130.3% | $55,167+417.1% |
| Participation rate | 99.2% | 72.8%+26.4pp | 81.4%+17.8pp | 69.0%+30.2pp |
| Annual return | 7.24% | 19.01%-11.8pp | 47.52%-40.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $10,658 | $2,823+277.5% | $4,617+130.9% | $1,963+443.0% |
| Participant deferral / active EE | $5,797 | $5,084+14.0% | $5,984-3.1% | $3,054+89.8% |
| Admin fee / account holder | $753 | $663+13.6% | $8,357-91.0% | $504+49.4% |