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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 | $124,911 |
Service code 26 · EIN 46-5210986 | Advisory (Participants) | $22,853 |
ZEMENICK & WALKER INC5 years Service code 26 · EIN 43-1456681 | Advisory (Participants) | $9,225 |
MONETA GROUP LLC6 years Filed as: MONETA GROUP INVESTMENT ADVISO Service code 26 · EIN 20-1903821 | Advisory (Participants) | $7,035 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $6,041 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $1,309 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,982,024 | $50,982+9672.2% | $154,803+3118.3% | $85,563+5722.7% |
| Participation rate | 0.0% | 59.8%-59.8pp | 78.1%-78.1pp | 66.0%-66.0pp |
| Annual return | 11.52% | 30.35%-18.8pp | 58.88%-47.4pp | 31.51%-20.0pp |
| Employer contribution / active EE | $17,416 | $1,708+919.5% | $4,305+304.5% | $2,654+556.3% |
| Participant deferral / active EE | $11,927 | $2,474+382.0% | $5,540+115.3% | $4,375+172.6% |
| Admin fee / account holder | $5,842 | $846+590.6% | $14,329-59.2% | $834+600.3% |