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| Provider | Service type | Compensation |
|---|---|---|
RANDALL & HURLEY, INC.1 year Filed as: RANDALL & HURLEY, INC Service code 15 · EIN 91-1661080 | Recordkeeping | $19,209 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $8,977 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,134 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,288 | $102,317-35.2% | $146,958-54.9% | $80,856-18.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.29% | 134.76%-120.5pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,849 | $3,713+3.7% | $4,933-22.0% | $2,755+39.7% |
| Participant deferral / active EE | $6,918 | $6,644+4.1% | $8,070-14.3% | $4,296+61.0% |
| Admin fee / account holder | $436 | $7,941-94.5% | $12,998-96.6% | $6,918-93.7% |