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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Float reve... | $63,128 |
ADEPTUS PARTNERS LLC1 year Service code 10 · EIN 20-1835208 | Accounting | $15,000 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $622 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $266,031 | $73,102+263.9% | $123,553+115.3% | $56,289+372.6% |
| Participation rate | 99.3% | 74.3%+25.0pp | 82.3%+17.0pp | 69.9%+29.4pp |
| Annual return | -4.49% | 3.01%-7.5pp | 119.21%-123.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $5,467 | $2,977+83.7% | $4,628+18.1% | $2,111+159.0% |
| Participant deferral / active EE | $12,950 | $5,423+138.8% | $6,426+101.5% | $3,350+286.6% |
| Admin fee / account holder | $347 | $554-37.3% | $9,284-96.3% | $521-33.3% |