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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $139,838 |
BLUECHIP WEALTH ADVISORS LLC1+ years Filed as: BLUECHIP WEALTH ADVISOR Service code 26 · EIN 20-8906137 | Advisory (Participants) | $91,644 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 | Securities Custodian | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $587,461 | $81,276+622.8% | $155,574+277.6% | $80,925+625.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 0.00% | 33.36%-33.4pp | 64.87%-64.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $24,859 | $3,103+701.1% | $4,676+431.7% | $2,756+801.9% |
| Participant deferral / active EE | $16,710 | $3,453+383.9% | $5,629+196.8% | $4,299+288.7% |
| Admin fee / account holder | $1,859 | $7,993-76.7% | $15,914-88.3% | $6,940-73.2% |