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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $43,298 |
Filed as: SAVANT CAPITAL LLC Service code 26 · EIN 45-3812777 | Advisory (Participants) | $14,036 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Other inv... | $136 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,209 | $91,439+209.7% | $135,974+108.3% | $71,511+296.0% |
| Participation rate | 84.8% | 75.7%+9.1pp | 81.9%+2.9pp | 67.9%+16.9pp |
| Annual return | 14.48% | 29.90%-15.4pp | 68.30%-53.8pp | 28.86%-14.4pp |
| Employer contribution / active EE | $3,765 | $3,705+1.6% | $4,859-22.5% | $2,589+45.4% |
| Participant deferral / active EE | $7,981 | $7,093+12.5% | $7,760+2.8% | $4,291+86.0% |
| Admin fee / account holder | $379 | $1,267-70.1% | $10,767-96.5% | $1,588-76.2% |