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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $62,069 |
SUTTLE & STALNAKER, PLLC10+ years Filed as: SUTTLE & STALNAKER PLLC Service code 10 · EIN 55-0538163 | Accounting | $19,425 |
STANDARD VALUATIONS2 years Filed as: STANDARD VALUATIONS INC Service code 28 · EIN 41-1327339 | Investment Management | $17,875 |
UNION TRADES FEDERAL CREDIT UNION10+ years Service code 28 · EIN 23-7327917 | Investment Management | $11,400 |
Service code 28 · EIN 06-0566050 | Investment Management | $10,440 |
JOHN F. DASCOLI, PLLC10+ years Filed as: JOHN F DASCOLI PLLC Service code 29 · EIN 20-5780253 | Legal | $8,300 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,564 | $82,917-2.8% | $103,333-22.0% | $77,643+3.8% |
| Participation rate | 46.3% | 71.6%-25.3pp | 74.5%-28.2pp | 70.6%-24.3pp |
| Annual return | 11.93% | 19.13%-7.2pp | 24.88%-13.0pp | 31.24%-19.3pp |
| Employer contribution / active EE | $3,577 | $3,552+0.7% | $3,868-7.5% | $2,726+31.2% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $308 | $638-51.8% | $8,355-96.3% | $430-28.5% |