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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $46,566 |
HAYS FINANCIAL GROUP7+ years Filed as: THE HAYS GROUP INC Service code 28 · EIN 41-1784898 | Investment Management | $40,000 |
Filed as: SAVANT WEALTH MANAGEMENT Service code 26 · EIN 36-3859937 | Advisory (Participants) | $14,196 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $97 |
CHARLES SCHWAB & CO., INC.4 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,910 | $104,475+186.1% | $159,436+87.5% | $79,386+276.5% |
| Participation rate | 98.5% | 76.6%+21.9pp | 82.8%+15.7pp | 70.7%+27.8pp |
| Annual return | 11.41% | 67.95%-56.5pp | 263.57%-252.2pp | 116.85%-105.4pp |
| Employer contribution / active EE | $3,824 | $3,417+11.9% | $4,829-20.8% | $2,427+57.5% |
| Participant deferral / active EE | $7,676 | $6,467+18.7% | $7,352+4.4% | $4,046+89.7% |
| Admin fee / account holder | $584 | $711-17.9% | $10,799-94.6% | $626-6.8% |