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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $54,633 |
SUTTLE & STALNAKER, PLLC9+ years Filed as: SUTTLE & STALNAKER PLLC Service code 10 · EIN 55-0538163 | Accounting | $17,675 |
JOHN F. DASCOLI, PLLC8 years Service code 29 · EIN 20-5780253 | Legal | $17,413 |
STANDARD VALUATIONS1 year Filed as: STANDARD VALUATIONS INC Service code 28 · EIN 41-1327339 | Investment Management | $16,000 |
Service code 28 · EIN 23-7327917 | Investment Management | $10,450 |
Service code 28 · EIN 06-0566050 | Investment Management | $10,440 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $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 | $80,015 | $93,010-14.0% | $96,538-17.1% | $74,473+7.4% |
| Participation rate | 48.5% | 71.6%-23.1pp | 74.3%-25.9pp | 70.7%-22.3pp |
| Annual return | 14.83% | 37.50%-22.7pp | 35.74%-20.9pp | 34.36%-19.5pp |
| Employer contribution / active EE | $3,056 | $3,427-10.8% | $3,740-18.3% | $2,638+15.8% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $330 | $633-47.9% | $6,737-95.1% | $347-5.0% |