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| Provider | Service type | Compensation |
|---|---|---|
KINWELL LLC7 years Service code 28 · EIN 82-2977833 | Investment Management | $96,377 |
Filed as: ALLIANCE PENSION CONSULTANTS Service code 15 · EIN 36-4389114 | Recordkeeping | $11,665 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Cu... | $3,472 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,504 | $55,415+160.8% | $155,509-7.1% | $74,495+94.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 10.22% | 268.50%-258.3pp | 64.67%-54.4pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $4,053 | $2,267+78.8% | $4,672-13.3% | $2,623+54.5% |
| Participant deferral / active EE | $6,155 | $2,836+117.0% | $5,626+9.4% | $4,346+41.6% |
| Admin fee / account holder | $761 | $1,738-56.2% | $15,912-95.2% | $1,942-60.8% |