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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $55,596 |
MARYLAND CAPITAL MANAGEMENT3+ years Service code 26 · EIN 20-1819985 | Advisory (Participants) | $9,540 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $3,107 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES 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 | $399,738 | $46,297+763.4% | $71,671+457.7% | $62,293+541.7% |
| Participation rate | 98.1% | 60.6%+37.5pp | 68.7%+29.3pp | 69.5%+28.6pp |
| Annual return | 12.11% | 22.32%-10.2pp | 20.65%-8.5pp | 28.90%-16.8pp |
| Employer contribution / active EE | $15,234 | $1,412+979.0% | $2,460+519.3% | $2,042+646.0% |
| Participant deferral / active EE | $8,183 | $2,235+266.1% | $3,438+138.0% | $3,169+158.2% |
| Admin fee / account holder | $548 | $461+18.9% | $5,558-90.1% | $479+14.3% |