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| Provider | Service type | Compensation |
|---|---|---|
BOWEN HANES & COMPANY INC.2+ years Service code 27 · EIN 58-1396553 | Advisory (Plan) | $161,961 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 71 · EIN 94-1737782 | Brokerage Fees | $24,728 |
STRONG & ASSOCIATES P.C.2+ years Service code 10 · EIN 56-1754476 | Accounting | $9,680 |
BUTLER & BURKE LLP2+ years Service code 10 · EIN 56-1138530 | Accounting | $7,500 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $485,712 | $84,233+476.6% | $170,442+185.0% | $70,131+592.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.32% | 23.06%-7.7pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,986 | $5,698-65.1% | $13,880-85.7% | $4,645-57.2% |