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| Provider | Service type | Compensation |
|---|---|---|
HAYS COMPANIES3+ years Filed as: THE HAYS GROUP INC Service code 28 · EIN 41-1784898 | Investment Management | $50,000 |
HUBER FINANCIAL ADVISORS LLC3+ years Service code 26 · EIN 46-2591639 | Advisory (Participants) | $29,141 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $22,762 |
LAGER & COMPANY INC3+ years Service code 26 · EIN 41-1928320 | Advisory (Participants) | $8,793 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $865 |
CHARLES SCHWAB & CO., INC.3+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $305,648 | $80,753+278.5% | $136,298+124.2% | $62,293+390.7% |
| Participation rate | 97.7% | 73.5%+24.2pp | 81.9%+15.8pp | 69.5%+28.2pp |
| Annual return | 15.15% | 35.83%-20.7pp | 5156.27%-5141.1pp | 28.90%-13.7pp |
| Employer contribution / active EE | $3,413 | $2,884+18.3% | $4,696-27.3% | $2,042+67.1% |
| Participant deferral / active EE | $6,632 | $5,164+28.4% | $6,247+6.2% | $3,169+109.3% |
| Admin fee / account holder | $733 | $525+39.5% | $9,244-92.1% | $479+52.9% |