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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $102,855 |
T ROWE PRICE RPS INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $18,379 |
Service code 26 1180 MEDICAL COURT · CARMEL, IN 46032 | Advisory (Participants) | $15,543 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $360,158 | $95,369+277.6% | $135,942+164.9% | $74,440+383.8% |
| Participation rate | 74.8% | 78.2%-3.4pp | 81.9%-7.1pp | 70.7%+4.1pp |
| Annual return | 37.96% | 32.72%+5.2pp | 68.28%-30.3pp | 34.37%+3.6pp |
| Employer contribution / active EE | $5,285 | $3,878+36.3% | $4,858+8.8% | $2,638+100.4% |
| Participant deferral / active EE | $12,412 | $7,788+59.4% | $7,759+60.0% | $4,529+174.1% |
| Admin fee / account holder | $332 | $266+24.5% | $10,764-96.9% | $348-4.7% |