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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $186,338 |
COOK STREET CONSULTING4 years Filed as: COOK STREET CONSULTING, INC. Service code 28 · EIN 84-0854432 | Investment Management | $69,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,301 | $110,258-37.1% | $102,460-32.4% | $200,096-65.4% |
| Participation rate | 22.6% | 86.3%-63.7pp | 76.5%-53.9pp | 72.0%-49.4pp |
| Annual return | 12.68% | 35.78%-23.1pp | 29.47%-16.8pp | 34.26%-21.6pp |
| Employer contribution / active EE | $294 | $3,605-91.8% | $3,025-90.3% | $3,038-90.3% |
| Participant deferral / active EE | $1,026 | $6,377-83.9% | $5,056-79.7% | $5,090-79.8% |
| Admin fee / account holder | $143 | $122+16.6% | $9,460-98.5% | $269-47.1% |