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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $116,218 |
KRILOGY FINANCIAL LLC2 years Service code 26 · EIN 26-3835498 | Advisory (Participants) | $15,634 |
MONETA GROUP LLC1 year Filed as: MONETA GROUP INVESTMENT ADVISO Service code 26 · EIN 20-1903821 | Advisory (Participants) | $5,352 |
ZEMENICK & WALKER INC1 year Filed as: ZEMENICK & WALKER INC. Service code 26 · EIN 43-1456681 | Advisory (Participants) | $5,277 |
Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $2,349 |
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 | $351,039 | $58,888+496.1% | $178,498+96.7% | $73,493+377.7% |
| Participation rate | 95.2% | 66.2%+29.0pp | 81.9%+13.3pp | 70.7%+24.5pp |
| Annual return | 6.17% | 24.86%-18.7pp | 151.09%-144.9pp | 28.51%-22.3pp |
| Employer contribution / active EE | $14,782 | $2,236+561.1% | $5,011+195.0% | $2,270+551.2% |
| Participant deferral / active EE | $10,216 | $2,568+297.8% | $5,202+96.4% | $3,740+173.2% |
| Admin fee / account holder | $568 | $400+41.8% | $13,985-95.9% | $513+10.7% |