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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $63,057 |
SUTTLE & STALNAKER, PLLC8+ years Filed as: SUTTLE & STALNAKER PLLC Service code 10 · EIN 55-0538163 | Accounting | $16,375 |
STANDARD VALUATIONS4 years Filed as: STANDARD VALUATIONS,INC Service code 28 · EIN 41-1327339 | Investment Management | $16,000 |
JOHN F. DASCOLI, PLLC7 years Service code 29 · EIN 20-5780253 | Legal | $13,283 |
Service code 28 · EIN 23-7327917 | Investment Management | $11,400 |
Service code 28 · EIN 06-0566050 | Investment Management | $9,301 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,504 | $106,236-35.5% | $112,263-39.0% | $64,824+5.7% |
| Participation rate | 54.5% | 71.7%-17.2pp | 75.1%-20.5pp | 71.5%-17.0pp |
| Annual return | -15.14% | -6.02%-9.1pp | 27.49%-42.6pp | 32.84%-48.0pp |
| Employer contribution / active EE | $2,952 | $3,167-6.8% | $3,636-18.8% | $2,507+17.7% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $329 | $452-27.1% | $6,410-94.9% | $188+75.4% |