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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Participant lo... | $68,651 |
ADEPTUS PARTNERS LLC5 years Service code 10 · EIN 20-1835208 | Accounting | $16,000 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $37 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,609 | $84,493+249.9% | $125,381+135.8% | $66,938+341.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.16% | -8.49%-8.7pp | 572.31%-589.5pp | 1.58%-18.7pp |
| Employer contribution / active EE | $4,286 | $3,554+20.6% | $4,815-11.0% | $2,545+68.4% |
| Participant deferral / active EE | $15,115 | $6,783+122.8% | $7,448+102.9% | $4,238+256.6% |
| Admin fee / account holder | $347 | $685-49.4% | $10,007-96.5% | $594-41.6% |