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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $85,881 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $65,212 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $114 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,160 | $79,428+201.1% | $106,548+124.5% | $79,386+201.3% |
| Participation rate | 97.0% | 74.1%+22.9pp | 76.1%+20.9pp | 70.7%+26.3pp |
| Annual return | 14.61% | 18.27%-3.7pp | 26.80%-12.2pp | 116.85%-102.2pp |
| Employer contribution / active EE | $8,786 | $2,234+293.3% | $2,819+211.7% | $2,427+261.9% |
| Participant deferral / active EE | $9,291 | $3,823+143.0% | $4,398+111.3% | $4,046+129.7% |
| Admin fee / account holder | $597 | $523+14.2% | $7,407-91.9% | $626-4.7% |