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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 47-1411118 | Investment Management | $32,027 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $22,998 |
HUBER FINANCIAL ADVISORS LLC5+ years Service code 26 · EIN 46-2591639 | Advisory (Participants) | $12,793 |
LAGER & COMPANY INC5+ years Service code 26 · EIN 41-1928320 | Advisory (Participants) | $5,211 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $450 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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.
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 | $281,496 | $89,652+214.0% | $141,197+99.4% | $65,186+331.8% |
| Participation rate | 97.8% | 74.7%+23.1pp | 82.5%+15.3pp | 70.2%+27.6pp |
| Annual return | 20.06% | 32.79%-12.7pp | 71.41%-51.3pp | 29.39%-9.3pp |
| Employer contribution / active EE | $3,765 | $3,065+22.8% | $4,736-20.5% | $2,177+72.9% |
| Participant deferral / active EE | $6,911 | $5,691+21.4% | $6,710+3.0% | $3,514+96.7% |
| Admin fee / account holder | $438 | $569-23.0% | $10,265-95.7% | $847-48.3% |